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Original filing (PDF)20251008101126NAL0002910147001
LDF SUPPORT GROUP, INC.
Form 5500
FILING_RECEIVED
THE LDF COMPANIES RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
395
Accounts w/ balance
443
Plan assets (EOY)
$17.9M
Net assets (EOY)
$17.9M
How this plan invests
This plan
10 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LDF SUPPORT GROUP, INC..
Plan sponsor
Name
LDF SUPPORT GROUP, INC.
EIN
48-1010639
Address
10610 EAST 26TH CIRCLE NORTH · WICHITA, KS · 67226
Phone
(316) 636-5575
Industry
Admin Support & Waste Mgmtsee 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
2025-10-08
Pension benefit codes
2J · 401(k) feature
2S · Automatic enrollment
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMA ADVISORY SERVICES INC | — | WICHITA, KS | INVESTMENT ADVISOR | $41K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
19 direct securities · 10 pooled funds· $17.3M(97% 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.
Common Collective Trust
$13.8M
10 holdings
Uncategorized
$3.5M
18 holdings
Mutual Funds
$45K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MY RETIREMENT PATH MODERATE 2045 R GREAT GRAY · EIN 38-4116823 / PN 497 | Common Collective Trust | — | — | $4.2M | 23.4% | |
| MY RETIREMENT PATH MODERATE RETIREM GREAT GRAY · EIN 38-4097346 / PN 494 | Common Collective Trust | — | — | $3.7M | 20.7% | |
| MY RETIREMENT PATH MODERATE 2035 R GREAT GRAY · EIN 38-4116822 / PN 496 | Common Collective Trust | — | — | $2.7M | 14.9% | |
| MY RETIREMENT PATH MODERATE 2055 R GREAT GRAY · EIN 38-4116824 / PN 498 | Common Collective Trust | — | — | $2.0M | 11.2% | |
| MY RETIREMENT PATH AGGR 2035 R GREAT GRAY · EIN 38-4097343 / PN 491 | Common Collective Trust | — | — | $884K | 4.9% | |
| Great Gray My Retirement Path Conserv 2025 R | — | — | — | $710K | 4.0% | |
| Great Gray My Retirement Path Aggr Retirement R | — | — | — | $430K | 2.4% | |
| Fidelity 500 Index | — | — | — | $427K | 2.4% | |
| American Funds American Funds New Perspective R6 | — | — | — | $315K | 1.8% | |
| Fidelity Blue Chip Growth K6 | — | — | — | $303K | 1.7% | |
| MY RETIREMENT PATH AGGR 2045 R GREAT GRAY · EIN 38-4097344 / PN 492 | Common Collective Trust | — | — | $274K | 1.5% | |
| Vanguard Equity - Income Adm | — | — | — | $165K | 0.9% | |
| Guaranteed Investment Accounts *Great-West Life & Annuity Company Key Guaranteed Portfolio Fund | — | — | — | $159K | 0.9% | |
| Fidelity Mid Cap Index | — | — | — | $144K | 0.8% | |
| JP Morgan JP Morgan Small Cap Growth R6 | — | — | — | $133K | 0.7% | |
| Great Gray International Growth Fund II R1 | — | — | — | $125K | 0.7% | |
| Metropolitan West Metropolitan West Total Return Bond Plan | — | — | — | $123K | 0.7% | |
| American Funds American Funds New World R6 | — | — | — | $109K | 0.6% | |
| Fidelity Small Cap Index | — | — | — | $84K | 0.5% | |
| Victory Sycamore Victory Sycamore Established Value R6 | — | — | — | $80K | 0.4% | |
| MY RETIREMENT PATH AGGR 2055 R GREAT GRAY · EIN 38-4097345 / PN 493 | Common Collective Trust | — | — | $75K | 0.4% | |
| DFA Real Estate Securities DFA Real Estate Securities I | — | — | — | $62K | 0.3% | |
| Carillion Eagle Carillion Eagle Mid Cap Growth R6 | — | — | — | $54K | 0.3% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $45K | 0.3% | |
| JP Morgan JP Morgan Government Bond R6 | — | — | — | $28K | 0.2% | |
| Goldman Sachs Goldman Sachs Small CP Val Insights R6 | — | — | — | $27K | 0.1% | |
| MY RETIREMENT PATH MODERATE 2025 R GREAT GRAY · EIN 38-4097347 / PN 495 | Common Collective Trust | — | — | $0 | <0.1% | |
| MY RETIREMENT PATH CONSERV 2025 R GREAT GRAY · EIN 38-4116827 / PN 504 | Common Collective Trust | — | — | $0 | <0.1% | |
| MY RETIREMENT PATH AGGR 2025 R GREAT GRAY · EIN 38-4097342 / PN 490 | Common Collective Trust | — | — | $0 | <0.1% |