How big is Lantz Construction Company's plan?

Lantz Construction Company's plan reported $16.3M in assets and 99 participants for 2024.

Original filing (PDF)20250729081221NAL0001171091001

Lantz Construction Company

Name: Lantz Construction Company — Lantz Construction, Form 5500 (2024)
Creator: Lantz Construction Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lantz Construction Company Retirement Plan

401(k) retirement plan · Lantz Construction Company's Lantz Construction Company Retirement Plan held $16.3M in plan assets for 99 participants in 2024, with Capital Group RET Plan Serices as recordkeeper.

Active participants

Accounts w/ balance

118

Plan assets (EOY)

$16.3M

Net assets (EOY)

$16.3M

People on this filing

Richard Minnick signed Lantz Construction Company's 2024 Form 5500 as plan administrator.

Richard Minnick — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lantz Construction Company's EIN is 54-0679259.

EIN 54-0679259

Plan number 001

Plan year 2024

ACK ID 20250729081221NAL0001171091001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lantz Construction Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lantz Construction Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LANTZ CONSTRUCTION COMPANY.

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (95th percentile).
High average account balance (86th percentile).

Plan sponsor

Name

LANTZ CONSTRUCTION COMPANY

EIN

all filings

Address

539 S. MAIN STREET · BROADWAY, VA · 22815

Phone

(540) 896-8911

Industry

Construction

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

2025-07-29

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RET PLAN SERICES	—	IRVINE, CA	RECORDKEEPER	$500	—

Investments

31 direct securities· $16.3M(100% of reported assets)

Other securities

$10.5M

15 holdings

Mutual Funds

$4.9M

14 holdings

Common Collective Trusts

$899K

2 holdings

					% of plan
American Funds 2030 Fund Mutual Fund n/a	Mutual Funds	—	—	$2.0M	12.0%
T. Rowe Price Blue Chip Growth Fund Mutual Fund n/a	Other securities	—	—	$1.9M	11.8%
The Growth Fund of America Mutual Fund n/a	Other securities	—	—	$1.9M	11.6%
Washington Mutual Investors Fund Mutual Fund n/a	Other securities	—	—	$1.7M	10.5%
New Perspective Fund Mutual Fund n/a	Other securities	—	—	$1.4M	8.3%
Fundamental Investors Fund Mutual Fund n/a	Other securities	—	—	$1.2M	7.2%
American Balanced Fund Mutual Fund n/a	Other securities	—	—	$817K	5.0%
American Funds 2055 Fund Mutual Fund n/a	Mutual Funds	—	—	$765K	4.7%
iShares S&P 500 Index Mutual Fund n/a	Common Collective Trusts	—	—	$724K	4.4%
Capital World Growth and Income Fund Mutual Fund n/a	Other securities	—	—	$631K	3.9%
The Income Fund of America Mutual Fund n/a	Other securities	—	—	$523K	3.2%
American Funds 2035 Fund Mutual Fund n/a	Mutual Funds	—	—	$394K	2.4%
American Funds 2045 Fund Mutual Fund n/a	Mutual Funds	—	—	$330K	2.0%
American Funds 2020 Fund Mutual Fund n/a	Mutual Funds	—	—	$328K	2.0%
American Funds Money Market Fund Money Market Fund n/a	Mutual Funds	—	—	$298K	1.8%
American Funds 2025 Fund Mutual Fund n/a	Mutual Funds	—	—	$267K	1.6%
iShares Russell 2000 Small Cap Index Mutual Fund n/a	Common Collective Trusts	—	—	$176K	1.1%
The Bond Fund of America Mutual Fund n/a	Other securities	—	—	$158K	1.0%
American Funds 2060 Fund Mutual Fund n/a	Mutual Funds	—	—	$145K	0.9%
Columbia Mid Cap Index Mutual Fund n/a	Other securities	—	—	$136K	0.8%
American Funds 2050 Fund Mutual Fund n/a	Mutual Funds	—	—	$116K	0.7%
American Funds 2040 Fund Mutual Fund n/a	Mutual Funds	—	—	$116K	0.7%
BlackRock Mid Cap Growth Fund Mutual Fund n/a	Other securities	—	—	$113K	0.7%
Lord Abbett Short Duration Income Fund Mutual Fund n/a	Mutual Funds	—	—	$92K	0.6%
Federated Kaufman Small Cap Fund Mutual Fund n/a	Other securities	—	—	$52K	0.3%
American Funds 2010 Fund Mutual Fund n/a	Mutual Funds	—	—	$32K	0.2%
New World Fund Mutual Fund n/a	Other securities	—	—	$13K	<0.1%
American Funds 2065 Fund Mutual Fund n/a	Mutual Funds	—	—	$11K	<0.1%
Small Cap World Fund Mutual Fund n/a	Other securities	—	—	$10K	<0.1%
Capital World Bond Fund Mutual Fund n/a	Other securities	—	—	$7K	<0.1%
American Funds 2015 Fund Mutual Fund n/a	Mutual Funds	—	—	$3K	<0.1%