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Original filing (PDF)20251008132215NAL0003312035001
LTS LOHMANN THERAPY SYSTEMS CORP.
Form 5500
FILING_RECEIVED
LTS LOHMANN THERAPY SYSTEMS CORP. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
409
Accounts w/ balance
400
Plan assets (EOY)
$67.0M
Net assets (EOY)
$67.0M
How this plan invests
This plan
11 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — 116% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LTS LOHMANN THERAPY SYSTEMS CORP..
Plan sponsor
Name
LTS LOHMANN THERAPY SYSTEMS CORP.
EIN
52-1824249
Address
21 HENDERSON DRIVE · WEST CALDWELL, NJ · 07006
Phone
(862) 257-5505
Industry
Manufacturingsee 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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $37K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL TOPCO LLC DBA RESOURCES | — | DALLAS, TX | INVESTMENT ADVISOR | $26K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN | — | PHILADELPHIA, PA | AUDITOR | $21K | — |
| COHNREZNICK LLP | — | BOSTON, MA | AUDITOR | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $127K | — |
Investments
22 direct securities · 11 pooled funds· $66.9M(100% 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
$43.9M
11 holdings
Uncategorized
$23.0M
22 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $12.6M | 18.9% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $9.6M | 14.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $5.9M | 8.8% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $5.1M | 7.5% | |
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $4.7M | 7.0% | |
| JPMorgan SmartRetirement 2045 R6 | — | — | — | $3.7M | 5.5% | |
| JPMorgan SmartRetirement 2040 R6 | — | — | — | $3.6M | 5.4% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $3.5M | 5.3% | |
| JPMorgan SmartRetirement 2055 R6 | — | — | — | $2.1M | 3.1% | |
| JPMorgan SmartRetirement 2035 R6 | — | — | — | $2.0M | 3.0% | |
| Allspring Large Cap Growth | — | — | — | $1.8M | 2.7% | |
| JPMorgan SmartRetirement 2060 R6 | — | — | — | $1.5M | 2.2% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $1.4M | 2.1% | |
| JPMorgan Mid Cap Growth I | — | — | — | $1.3M | 2.0% | |
| PIMCO Income Institutional | — | — | — | $1.2M | 1.7% | |
| Dodge & Cox Stock Fund | — | — | — | $1.1M | 1.6% | |
| JPMorgan SmartRetirement 2050 R6 | — | — | — | $899K | 1.3% | |
| JPMorgan SmartRetirement 2030 R6 | — | — | — | $843K | 1.3% | |
| Participants Participant Loans Rates from 4.75% to 10.50% - | — | — | — | $675K | 1.0% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $672K | 1.0% | |
| Victory Sycamore Established Value Fund | — | — | — | $500K | 0.7% | |
| American Funds Europacific Growth | — | — | — | $486K | 0.7% | |
| JPMorgan SmartRetirement 2025 R6 | — | — | — | $453K | 0.7% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $414K | 0.6% | |
| PIMCO Total Return Institutional | — | — | — | $345K | 0.5% | |
| Invesco Developing Markets | — | — | — | $241K | 0.4% | |
| American Beacon Small Cap Value | — | — | — | $182K | 0.3% | |
| Invesco Discovery | — | — | — | $80K | 0.1% | |
| JPMorgan SmartRetirement 2020 R6 | — | — | — | $48K | <0.1% | |
| American Century Real Estate | — | — | — | $39K | <0.1% | |
| JPMorgan SmartRetirement Income R6 | — | — | — | $2K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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