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Original filing (PDF)20250909153441NAL0033878992001
LTI TECHNOLOGY SOLUTIONS
Form 5500
FILING_RECEIVED
LTI TECHNOLOGY SOLUTIONS EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
88% in single holding88% employer stockNo recordkeeper disclosed
Active participants
111
Accounts w/ balance
165
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
50
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "LTI Technology Solutions, Inc. Employer Stock" is 88% of plan.
- 88% of plan in employer / sponsor stock.
- 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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-09
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BLAND AND ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL | 42-0127290 | — | INVESTMENT MANAGEMENT | $11K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLAND & ASSOCIATES | 47-0698853 | — | ACCOUNTANT | $12K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STERN VALUATION | 12-3145674 | — | ACTUARY | $9K | — |
Investments
2 direct securities· $10.0M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LTI Technology Solutions, Inc. Employer Stock | — | — | $2.3M | $8.8M | 85.2% | |
| LTI Technology Solutions, Inc. Interest Bearing Cash | — | — | $1.2M | $1.2M | 11.2% |
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