Back to filter
Original filing (PDF)20250911115107NAL0000219363001
LTI TECHNOLOGY SOLUTIONS
Form 5500
FILING_RECEIVED
LTI TECHNOLOGY SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
131
Accounts w/ balance
143
Plan assets (EOY)
$17.9M
Net assets (EOY)
$17.9M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LTI TECHNOLOGY SOLUTIONS.
Plan sponsor
Name
LTI TECHNOLOGY SOLUTIONS
EIN
47-0722756
Address
4139 S 143RD CIRCLE · OMAHA, NE · 68137
Phone
(402) 493-3445
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
BLAND & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWO WEST CAPITAL INVESTORS | 27-3055170 | — | INVESTMENT ADVISORY | $33K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | CONTRACT ADMINISTRATOR | $14K | — |
| BENEFIT PLANS, INC. | — | OMAHA, NE | TPA | $2K | — |
Investments
25 direct securities· $17.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Registered Investment Company | — | — | — | $2.0M | 11.4% | |
| Vanguard Target Retirement 2045 Fund Registered Investment Company | — | — | — | $1.8M | 10.0% | |
| Vanguard Target Retirement 2050 Fund Registered Investment Company | — | — | — | $1.5M | 8.6% | |
| Vanguard Target Retirement 2030 Fund Registered Investment Company | — | — | — | $1.5M | 8.4% | |
| Vanguard Target Retirement 2040 Fund Registered Investment Company | — | — | — | $1.4M | 7.6% | |
| Vanguard Target Retirement 2020 Fund Registered Investment Company | — | — | — | $1.2M | 6.8% | |
| Vanguard Target Retirement 2055 Fund Registered Investment Company | — | — | — | $1.2M | 6.5% | |
| Vanguard Federal Money Market Inv Registered Investment Company | — | — | — | $1.1M | 6.0% | |
| DFA U.S. Large Cap Growth Instl Registered Investment Company | — | — | — | $1.0M | 5.7% | |
| Vanguard Target Retirement 2035 Fund Registered Investment Company | — | — | — | $982K | 5.5% | |
| iShares Russell Mid-Cap Index K Registered Investment Company | — | — | — | $759K | 4.3% | |
| DFA Selectively Hedged Global Equity Registered Investment Company | — | — | — | $740K | 4.1% | |
| Vanguard Target Retirement 2025 Fund Registered Investment Company | — | — | — | $694K | 3.9% | |
| iShares Russell 2000 Small-Cap Index K Registered Investment Company | — | — | — | $452K | 2.5% | |
| DFA U.S. Large Cap Value Portfolio I Registered Investment Company | — | — | — | $417K | 2.3% | |
| DFA U.S. Small Cap Value Portfolio I Registered Investment Company | — | — | — | $296K | 1.7% | |
| DFA U.S. Small Cap Growth Instl Registered Investment Company | — | — | — | $269K | 1.5% | |
| Vanguard Target Retirement 2060 Fund Registered Investment Company | — | — | — | $196K | 1.1% | |
| Participant Loans, Interest Rates Ranging from 4.25% to 9.50% Participant Loans | — | — | — | $175K | 1.0% | |
| Nuveen International Equity Index R6 Registered Investment Company | — | — | — | $70K | 0.4% | |
| DFA Inflation Protected Sec Portfolio I Registered Investment Company | — | — | — | $57K | 0.3% | |
| iShares U.S. Aggregate Bond Index K Registered Investment Company | — | — | — | $24K | 0.1% | |
| DFA Selectively Hedged GI Fixed Income Registered Investment Company | — | — | — | $13K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Registered Investment Company | — | — | — | $12K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Registered Investment Company | — | — | — | $6K | <0.1% |