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Original filing (PDF)20250930051528NAL0011921937001
THE LESTER GROUP, INC.
Form 5500
FILING_RECEIVED
THE LESTER GROUP 401(K) PLAN
401(k) retirement plan
Active participants
188
Accounts w/ balance
191
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE LESTER GROUP, INC..
Plan sponsor
Name
THE LESTER GROUP, INC.
EIN
54-0281310
Address
P.O. DRAWER 4991 · MARTINSVILLE, VA · 24115
Phone
(276) 656-3219
Industry
Retail Tradesee all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
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
BROWN EDWARDS & COMPANY L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $27K | — |
Investments
24 direct securities · 1 pooled fund· $5.9M(98% 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.
Registered Investment Companies
$5.8M
24 holdings
Common Collective Trust
$116K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $1.2M | 20.1% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $788K | 13.0% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $651K | 10.8% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $627K | 10.4% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $578K | 9.6% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $500K | 8.3% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $261K | 4.3% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $190K | 3.1% | |
| FID FREEDOM INDEX 2010 PREMIER 696 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $176K | 2.9% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $135K | 2.2% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $130K | 2.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $116K | 1.9% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $107K | 1.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $103K | 1.7% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $80K | 1.3% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $73K | 1.2% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $58K | 1.0% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $42K | 0.7% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $32K | 0.5% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $23K | 0.4% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $22K | 0.4% | |
| FID FREE INDX 2015 PREM 983 REGISTERED INVESTMENT COMPANY VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $19K | 0.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $4K | <0.1% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $4K | <0.1% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $2K | <0.1% |
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