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Original filing (PDF)20251015100359NAL0004253377001
LINETEC SERVICES, LLC
Form 5500
FILING_RECEIVED
LINETEC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
595
Accounts w/ balance
676
Plan assets (EOY)
$28.5M
Net assets (EOY)
$28.5M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LINETEC SERVICES, LLC.
Plan sponsor
Name
LINETEC SERVICES, LLC
EIN
47-2111826
Address
19820 N 7TH AVE., SUITE 120 · PHOENIX, AZ · 85027
Phone
(623) 582-1235
Industry
Professional & Technical Servicessee all
Plan administrator
Name
RETIREMENT PLAN COMMITTEE
EIN
47-2111826
City
PHOENIX, AZ
Phone
(623) 582-1235
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $6K | — |
Investments
30 direct securities · 1 pooled fund· $24.5M(86% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$24.0M
29 holdings
Mutual Funds
$248K
1 holding
Common Collective Trust
$209K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund | — | — | — | $3.8M | 13.3% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $2.7M | 9.6% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $2.7M | 9.5% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $2.6M | 9.2% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $2.3M | 8.0% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.8M | 6.4% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $1.5M | 5.4% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.2M | 4.2% | |
| Vanguard Institutional Index Fund Inst'l Shares | — | — | — | $1.1M | 4.0% | |
| 10.50% maturing through January 2030 -0- | — | — | — | $784K | 2.8% | |
| Principal LargeCap Growth Fund I; Class R6 | — | — | — | $653K | 2.3% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $572K | 2.0% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares | — | — | — | $285K | 1.0% | |
| Vanguard Utilities Index Fund Admiral Shares | — | — | — | $254K | 0.9% | |
| American Beacon American Beacon Large Cap Value Fund; Class R6 | Mutual Funds | — | — | $248K | 0.9% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $240K | 0.8% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $220K | 0.8% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $209K | 0.7% | |
| Dimensional Fund Advisors DFA US Small Cap Portfolio Institutional Class | — | — | — | $204K | 0.7% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $181K | 0.6% | |
| Dodge & Cox Dodge & Cox Income Fund Class I | — | — | — | $145K | 0.5% | |
| Vanguard Target Retirement Income | — | — | — | $125K | 0.4% | |
| Fidelity Advisor Strategic Income Fund; Retail Class | — | — | — | $100K | 0.4% | |
| Cohen & Steers Cohen & Steers Realty Institutional Shares ** 742 Dimensional Fund Advisors DFA Emerging Markets Portfolio; Institutional Class Shr | — | — | — | $91K | 0.3% | |
| Dodge & Cox Dodge & Cox International Stock Fund Class I | — | — | — | $77K | 0.3% | |
| PIMCO All Asset Fund - Institutional Shares | — | — | — | $65K | 0.2% | |
| Dimensional Fund Advisors DFA International Small Cap Value Port: Inst'l Cl | — | — | — | $60K | 0.2% | |
| Vanguard Short-Term Inflation-Protected Sec. Idx Fund: Adm Shr | — | — | — | $56K | 0.2% | |
| Fidelity U.S. Sustainability Index | — | — | — | $46K | 0.2% | |
| Dimensional Fund Advisors DFA US Targeted Value Portfolio | — | — | — | $29K | 0.1% | |
| Calvert International Responsible Index; Class I | — | — | — | $6K | <0.1% |