How big is LSQ Group Holdings, LLC's plan?

LSQ Group Holdings, LLC's plan reported $14.4M in assets and 73 participants for 2024.

Original filing (PDF)20250718100531NAL0002331312001

LSQ Group Holdings, LLC

Name: LSQ Group Holdings, LLC — LSQ Group Holdings LLC, Form 5500 (2024)
Creator: LSQ Group Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

LSQ Group Holdings LLC 401(k) Plan

401(k) retirement plan · LSQ Group Holdings, LLC's LSQ Group Holdings LLC 401(k) Plan held $14.4M in plan assets for 73 participants in 2024, with Empower as recordkeeper.

Active participants

Accounts w/ balance

129

Plan assets (EOY)

$14.4M

Net assets (EOY)

$14.4M

People on this filing

Douglas Goldin signed LSQ Group Holdings, LLC's 2024 Form 5500 as plan administrator.

Douglas Goldin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

LSQ Group Holdings, LLC's EIN is 47-3457416.

EIN 47-3457416

Plan number 001

Plan year 2024

ACK ID 20250718100531NAL0002331312001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LSQ Group Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LSQ Group Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LSQ GROUP HOLDINGS, LLC.

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

LSQ GROUP HOLDINGS, LLC

EIN

all filings

Address

315 E ROBINSON ST SUITE 200 · ORLANDO, FL · 32801

Phone

(407) 284-3478

Industry

Finance & Insurance

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

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$8K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

30 direct securities· $14.4M(100% of reported assets)

Mutual Funds

$10.9M

21 holdings

Common Collective Trusts

$2.0M

2 holdings

Other securities

$1.3M

5 holdings

Bonds / Notes

$147K

1 holding

Common Stocks

$39K

1 holding

					% of plan
Vanguard 500 Index - Admiral Mutual Fund	Common Collective Trusts	—	—	$1.7M	12.1%
American Funds 2040 Target Retire - R-6 Mutual Fund	Mutual Funds	—	—	$1.6M	11.0%
American Funds 2030 Target Retire - R-6 Mutual Fund	Mutual Funds	—	—	$1.5M	10.3%
Vanguard Total Intl Stock Index Admiral Mutual Fund	Mutual Funds	—	—	$1.1M	7.9%
American Funds 2050 Target Retire - R-6 Mutual Fund	Mutual Funds	—	—	$1.1M	7.9%
American Funds 2025 Target Retire - R-6 Mutual Fund	Mutual Funds	—	—	$1.1M	7.8%
American Funds 2045 Target Retire - R-6 Mutual Fund	Mutual Funds	—	—	$1.0M	7.0%
American Funds 2035 Target Retire - R-6 Mutual Fund	Mutual Funds	—	—	$933K	6.5%
Harbor Capital Appreciation - Intl Mutual Fund	Other securities	—	—	$832K	5.8%
American Funds 2055 Target Retire - R-6 Mutual Fund	Mutual Funds	—	—	$674K	4.7%
Vanguard Windsor II Fund - Admiral Mutual Fund	Mutual Funds	—	—	$287K	2.0%
Vanguard Small-Cap Growth Index Adm Mutual Fund	Mutual Funds	—	—	$285K	2.0%
American Funds 2060 Target Retire - R-6 Mutual Fund	Mutual Funds	—	—	$278K	1.9%
Vanguard Mid-Cap Index Fund - Admiral Mutual Fund	Common Collective Trusts	—	—	$214K	1.5%
Vanguard Federal Money Market Inv Mutual Fund	Mutual Funds	—	—	$214K	1.5%
Dodge & Cox Income Fund Mutual Fund	Mutual Funds	—	—	$188K	1.3%
Vanguard Total Bond Market Index Admiral Mutual Fund	Mutual Funds	—	—	$180K	1.3%
T. Rowe Price Overseas Stock Mutual Fund	Other securities	—	—	$168K	1.2%
Blackrock Mid Cap Growth Equity Instl Mutual Fund	Other securities	—	—	$166K	1.2%
Vanguard Small-Cap Index Admiral Mutual Fund	Mutual Funds	—	—	$160K	1.1%
Participant Loans: Interest rate = 5.25% - 10.50%	Bonds / Notes	—	—	$147K	1.0%
Vanguard Small-Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$140K	1.0%
JP Morgan Mid-Cap Value Mutual Fund	Other securities	—	—	$93K	0.7%
American Funds 2020 Target Retire - R-6 Mutual Fund	Mutual Funds	—	—	$46K	0.3%
PIMCO Real Return Instl Mutual Fund	Mutual Funds	—	—	$44K	0.3%
America Retire Inc. Port CNSRV - R6 Mutual Fund	Common Stocks	—	—	$39K	0.3%
Lazard Intl Strategic Equity Mutual Fund	Other securities	—	—	$30K	0.2%
American Funds 2065 Target Retire - R-6 Mutual Fund	Mutual Funds	—	—	$29K	0.2%
Vanguard Short-Term Bond Index Admiral Mutual Fund	Mutual Funds	—	—	$17K	0.1%
American Funds 2015 Target Retire - R-6 Mutual Fund	Mutual Funds	—	—	$3K	<0.1%