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Original filing (PDF)20251006214628NAL0003981569001
LS TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
LS TECHNOLOGIES RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
431
Accounts w/ balance
441
Plan assets (EOY)
$56.6M
Net assets (EOY)
$56.6M
How this plan invests
This plan
18 pooled trusts
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LS TECHNOLOGIES, LLC.
Plan sponsor
Name
LS TECHNOLOGIES, LLC
EIN
52-2271456
Address
490 L'ENFANT PLAZA SW · #3221 · WASHINGTON, DC · 20024
Phone
(703) 991-0686
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-06
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
PBMARES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $133K | — |
| COASTAL PENSION SERVICES INC | 52-1053785 | — | CONTRACT ADMINISTRATOR | $0 | — |
Investments
24 direct securities · 18 pooled funds· $61.8M(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
$27.8M
14 holdings
Uncategorized
$21.7M
24 holdings
Pooled Separate Account
$12.3M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LGCAP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $5.9M | 10.4% | |
| PRIN LIFETIME HYBR 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $5.4M | 9.5% | |
| PRIN LIFETIME HYBR 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $4.6M | 8.1% | |
| PRIN LIFETIME HYBR 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $4.1M | 7.3% | |
| Principal Life Insurance Company Large Cap Growth I SA-Z | — | — | — | $3.8M | 6.7% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $3.8M | 6.7% | |
| PRIN LIFETIME HYBR 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.7M | 6.4% | |
| PRIN LIFETIME HYBR 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.0M | 5.3% | |
| PRIN LIFETIME HYBR 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.7M | 4.7% | |
| Principal Life Insurance Company Fixed Income Guaranteed Fund | — | — | — | $2.3M | 4.1% | |
| PRIN LIFETIME HYBR 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.6M | 2.7% | |
| PRIN LIFETIME HYBR 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.5M | 2.7% | |
| Principal Life Insurance Company Mid Cap S&P 400 Index SA-Z | — | — | — | $1.5M | 2.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.5M | 2.6% | |
| The American Funds AM Fds AMER Bal R6 Fund | — | — | — | $1.2M | 2.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.2M | 2.1% | |
| Brown Advisory Sustainable Growth I Fund | — | — | — | $1.1M | 2.0% | |
| Parnassus Investments, LLC Core Equity Institutional Fund | — | — | — | $1.1M | 1.9% | |
| Black Rock Adivsors, LLC HY Bond K Fund | — | — | — | $1.1M | 1.9% | |
| Invesco Funds Group, Inc. Divers Dividend R6 Fund | — | — | — | $957K | 1.7% | |
| Franklin Templeton Investments Franklin Utilities R6 Fund | — | — | — | $888K | 1.6% | |
| Participant Loans Interest Rates: 4.25% to 9.50% $-0- | — | — | — | $808K | 1.4% | |
| PGIM Investments Total Ret Bond R6 Fund | — | — | — | $790K | 1.4% | |
| The American Funds AM Fds Newprsp R6 Fund | — | — | — | $777K | 1.4% | |
| Eaton Vance Management ATL Cp SMID-CAP R6 Fund | — | — | — | $754K | 1.3% | |
| Loomis Sayles & Company Core Pls Bond N Fund | — | — | — | $636K | 1.1% | |
| Lord Abbett & Co, LLC Sht Drtn Income R6 Fund | — | — | — | $620K | 1.1% | |
| MFS Investment Management International Value R6 Fund | — | — | — | $577K | 1.0% | |
| The American Funds AM Fds Europacific Grth R6 Fund | — | — | — | $574K | 1.0% | |
| PIMCO Funds Real Return R Fund | — | — | — | $512K | 0.9% | |
| PRIN LIFETIME HYBR 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $502K | 0.9% | |
| AllSpring SP MD CP Val R6 Fund | — | — | — | $493K | 0.9% | |
| PRIN LIFETIME HYBR INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $474K | 0.8% | |
| Calvert International Equity I Fund | — | — | — | $402K | 0.7% | |
| Delaware Management Company Small Cap Value R6 Fund | — | — | — | $262K | 0.5% | |
| Janus International Holding, LLC Triton N Fund | — | — | — | $250K | 0.4% | |
| Delaware Management Company Emerging Markets R6 Fund | — | — | — | $244K | 0.4% | |
| PRIN LIFETIME HYBR 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $176K | 0.3% | |
| PRIN LIFETIME HYBR 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $164K | 0.3% | |
| Thornburg Mutual Funds Inv Income Bldr R6 Fund | — | — | — | $59K | 0.1% | |
| PRIN LIFETIME HYBR 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $4K | <0.1% | |
| PRIN LIFETIME HYBR 2010 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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