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Original filing (PDF)20251013130126NAL0001352369001
LEN THE PLUMBER, LLC
Form 5500
FILING_RECEIVED
LEN THE PLUMBER, LLC RETIREMENT PLAN
401(k) retirement plan
Active participants
535
Accounts w/ balance
658
Plan assets (EOY)
$12.2M
Net assets (EOY)
$12.2M
How this plan invests
This plan
28 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
- 59 bps in Schedule C fees — 104% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEN THE PLUMBER, LLC.
Plan sponsor
Name
LEN THE PLUMBER, LLC
EIN
52-1936681
Address
1552 RIDGELY STREET · BALTIMORE, MD · 21230
Phone
(443) 563-1812
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
2025-10-13
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN AND COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORDKEEPER | $46K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARBOR INVESTMENT ADVISORY | — | LUTHERVILLE, MD | ADVISOR | $26K | — |
Investments
28 direct securities· $12.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY CONTRAFUND K6 Registered Investment Company 51,417.5950 n/a | — | — | — | $1.6M | 13.1% | |
| TRP RETIREMENT 2050 I Registered Investment Company 61,769.9432 n/a | — | — | — | $1.2M | 9.6% | |
| HARTFORD CORE EQUITY FUND R6 Registered Investment Company 21,447.1584 n/a | — | — | — | $1.1M | 9.4% | |
| TRP RETIREMENT 2035 I Registered Investment Company 50,518.9743 n/a | — | — | — | $1.1M | 8.7% | |
| TRP RETIREMENT 2045 I Registered Investment Company 46,551.0473 n/a | — | — | — | $1.0M | 8.5% | |
| TRP RETIREMENT 2030 I Registered Investment Company 39,055.9742 n/a | — | — | — | $1.0M | 8.2% | |
| TRP RETIREMENT 2040 I Registered Investment Company 27,527.9210 n/a | — | — | — | $842K | 6.9% | |
| UNDISC MGRS BEHAVIORAL VAL R6 Registered Investment Company 6,021.9288 n/a | — | — | — | $508K | 4.2% | |
| TRP RETIREMENT 2055 I Registered Investment Company 25,045.3395 n/a | — | — | — | $498K | 4.1% | |
| TRP RETIREMENT 2060 I Registered Investment Company 28,187.5320 n/a | — | — | — | $468K | 3.8% | |
| MFS INTERNATIONAL EQUITY R6 Registered Investment Company 11,795.9790 n/a | — | — | — | $399K | 3.3% | |
| Participant Loans Interest Rates ( 5.25% to 9.75% ) n/a | — | — | — | $380K | 3.1% | |
| TRP RETIREMENT 2025 I Registered Investment Company 18,745.1373 n/a | — | — | — | $310K | 2.5% | |
| BLACKROCK GLBL ALLOCATION INST Registered Investment Company 12,142.3847 n/a | — | — | — | $227K | 1.9% | |
| VANGUARD 500 INDEX FUND - ADM Registered Investment Company 410.6584 n/a | — | — | — | $223K | 1.8% | |
| FIDELITY MID CAP STOCK K6 FUND Registered Investment Company 12,583.8650 n/a | — | — | — | $198K | 1.6% | |
| JPMORGAN US SMALL COMPANY R6 Registered Investment Company 10,115.0126 n/a | — | — | — | $182K | 1.5% | |
| VANGUARD INTERMEDIATE TERM BON Registered Investment Company 16,002.7533 n/a | — | — | — | $162K | 1.3% | |
| TRP RETIREMENT 2005 I Registered Investment Company 13,171.3453 n/a | — | — | — | $158K | 1.3% | |
| AMF BOND FUND OF AMERICA R6 Registered Investment Company 14,089.2454 n/a | — | — | — | $157K | 1.3% | |
| VANGUARD FEDERAL MM INV Registered Investment Company 146,422.8400 n/a | — | — | — | $146K | 1.2% | |
| TRP RETIREMENT 2020 I Registered Investment Company 6,627.9782 n/a | — | — | — | $123K | 1.0% | |
| JPMORGAN EQUITY INCOME FUND R6 Registered Investment Company 3,693.8542 n/a | — | — | — | $88K | 0.7% | |
| VANG TOT STK MKT IDX - ADMIRAL Registered Investment Company 260.6997 n/a | — | — | — | $37K | 0.3% | |
| DFA INTERNATIONAL SM CO INST Registered Investment Company 1,825.6020 n/a | — | — | — | $35K | 0.3% | |
| TRP RETIREMENT 2015 I Registered Investment Company 2,774.1424 n/a | — | — | — | $35K | 0.3% | |
| TRP RETIREMENT 2065 I Registered Investment Company 2,606.6684 n/a | — | — | — | $34K | 0.3% | |
| TRP RETIREMENT 2010 I Registered Investment Company 72.8114 n/a | — | — | — | $1K | <0.1% |
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