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Original filing (PDF)20251014091031NAL0002472977001
LTM INC.
Form 5500
FILING_RECEIVED
LTM INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
341
Accounts w/ balance
438
Plan assets (EOY)
$16.8M
Net assets (EOY)
$16.8M
How this plan invests
This plan
32 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 LTM INC..
Plan sponsor
Name
LTM INC.
EIN
54-1703253
Address
103 BELLTOWN ROAD BLDG #2 · HAVELOCK, NC · 28532
Phone
(252) 444-6881
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
2025-10-14
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)
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
FRYE & COMPANY, CPA'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $46K | — |
Investments
32 direct securities· $16.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Smart Retirement 2045 Fund | — | — | $2.4M | $2.5M | 15.1% | |
| Blackrock Treasury and Liquidity Funds | — | — | $1.7M | $1.7M | 9.9% | |
| JP Morgan Smart Retirement 2035 Fund | — | — | $1.5M | $1.6M | 9.4% | |
| Self-Direct Investment Accounts | — | — | $1.3M | $1.3M | 7.6% | |
| Pioneer Fundamental Growth Fund | — | — | $1.1M | $1.2M | 7.3% | |
| JP Morgan Smart Retirement 2025 Fund | — | — | $887K | $909K | 5.4% | |
| iShares S&P 500 Index Fund | — | — | $732K | $832K | 5.0% | |
| Janus Henderson Small Cap Value Fund | — | — | $737K | $706K | 4.2% | |
| Nationwide Mid Cap Market Index Fund | — | — | $634K | $638K | 3.8% | |
| T Rowe Price Blue Chip Growth Fund | — | — | $480K | $562K | 3.3% | |
| Victory Sycamore Established Value Fund | — | — | $478K | $469K | 2.8% | |
| Blackrock Equity Dividend Fund | — | — | $446K | $437K | 2.6% | |
| American Funds Washington Mutual Investors Fund | — | — | $413K | $434K | 2.6% | |
| JP Morgan Smart Retirement 2055 Fund | — | — | $398K | $426K | 2.5% | |
| Clearbridge Large Cap Growth Fund | — | — | $262K | $311K | 1.9% | |
| JP Morgan Smart Retirement Fund | — | — | $296K | $306K | 1.8% | |
| First Eagle Global Fund | — | — | $274K | $288K | 1.7% | |
| Principal High Yield Fund | — | — | $278K | $280K | 1.7% | |
| Fidelity Advisor Growth Opportunity Fund | — | — | $185K | $246K | 1.5% | |
| Carillon Eagle Mid Cap Growth Fund | — | — | $228K | $227K | 1.4% | |
| MFS International Diversification Fund | — | — | $216K | $221K | 1.3% | |
| American New Worlds Fund | — | — | $201K | $205K | 1.2% | |
| MRS Moderate Allocation Fund | — | — | $200K | $199K | 1.2% | |
| Fidelity Advisor Total Bond Fund | — | — | $178K | $175K | 1.0% | |
| Carillon Eagle Small Cap Growth Fund | — | — | $186K | $172K | 1.0% | |
| Notes Receivable from Participants | — | — | — | $122K | 0.7% | |
| PGIM Total Return Bond Fund | — | — | $101K | $99K | 0.6% | |
| Vanguard Strategic Equity Investor Fund | — | — | $83K | $83K | 0.5% | |
| Principal Investors Real Estate Securities Fund | — | — | $77K | $77K | 0.5% | |
| Blackrock Low Duration Bond Fund | — | — | $65K | $66K | 0.4% | |
| PGIM Short Term Corporate Bond Fund | — | — | $25K | $25K | 0.1% | |
| American EuroPacific Growth Fund | — | — | $12K | $12K | <0.1% |
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