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Original filing (PDF)20251014144932NAL0004288176001
LEE CONSTRUCTION GROUP, INC.
Form 5500
FILING_RECEIVED
LEE CONSTRUCTION GROUP 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~80 bps in Sched C fees
Active participants
169
Accounts w/ balance
107
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Knocking points off
- 80 bps in Schedule C fees — 54% above peer band of 52 bps.
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEE CONSTRUCTION GROUP, INC..
Plan sponsor
Name
LEE CONSTRUCTION GROUP, INC.
EIN
54-1844649
Address
2811 HYDRAULIC ROAD · CHARLOTTESVILLE, VA · 22901
Phone
(434) 973-1361
Industry
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
2025-10-14
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)
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)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SVCS | — | MILWAUKEE, WI | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE RETIREMENT SYSTEMS, INC | — | CINCINNATI, OH | TPA | $6K | — |
Investments
34 direct securities· $3.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 INDEX | — | — | — | $437K | 13.9% | |
| Dimensional Fund Advisors DIMENSIONAL 2030 TARGET DT RTR INC INSTLDRIWX | — | — | — | $342K | 10.9% | |
| Dimensional Fund Advisors DIMENSIONAL 2035 TARGET DT RTR INC INSTLDRIGX | — | — | — | $243K | 7.7% | |
| American Funds AMERICAN FUNDS AMCAP R6 | — | — | — | $218K | 6.9% | |
| Fidelity US BOND INDEX | — | — | — | $203K | 6.5% | |
| DFA Investment Trust Company DFA US LARGE CAP VALUE I | — | — | — | $178K | 5.7% | |
| MFS MID CAP VALUE R6 | — | — | — | $171K | 5.5% | |
| Invesco CORPORATE BOND R6 | — | — | — | $158K | 5.0% | |
| BlackRock ADVANTAGE SMALL CAP CORE K | — | — | — | $134K | 4.3% | |
| DFA Investment Trust Company EMERGING MARKETS | — | — | — | $120K | 3.8% | |
| Dimensional Fund Advisors DIMENSIONAL 2040 TARGET DT RTR INC INSTLDRIHX | — | — | — | $115K | 3.7% | |
| JPMorgan INTERNATIONAL FOCUS FUND R6 | — | — | — | $103K | 3.3% | |
| PGIM Investments PGIM HIGH-YIELD R6 | — | — | — | $98K | 3.1% | |
| American Funds EUROPACIFIC GR R6 | — | — | — | $88K | 2.8% | |
| Fidelity TOTAL INTERNATIONAL INDEX | — | — | — | $79K | 2.5% | |
| Dimensional Fund Advisors DIMENSIONAL 2045 TARGET DT RTR INC INSTLDRIIX | — | — | — | $55K | 1.7% | |
| Dimensional Fund Advisors DIMENSIONAL 2025 TARGET DT RTR INC INSTLDRIUX | — | — | — | $53K | 1.7% | |
| Empower Trust & Annuity Insurance Company Key Guaranteed Portfolio Fund | — | — | — | $52K | 1.7% | |
| Fidelity MID CAP INDEX | — | — | — | $40K | 1.3% | |
| Fidelity SMALL CAP INDEX | — | — | — | $36K | 1.1% | |
| American Funds CAPITAL World Bond R6 $ | — | — | — | $36K | 1.1% | |
| American Funds AMERICAN FUNDS AMERICAN BALANCED R6 | — | — | — | $36K | 1.1% | |
| Fidelity GROWTH STRATEGIES K6 | — | — | — | $21K | 0.7% | |
| Dimensional Fund Advisors DIMENSIONAL 2020 TARGET DT RTR INC INSTLDRIRX | — | — | — | $21K | 0.7% | |
| PIMCO RAE US SMALL INSTL | — | — | — | $14K | 0.4% | |
| Fidelity REAL ESTATE INDEX | — | — | — | $13K | 0.4% | |
| MFS BLENDED RESEARCH CORE EQUITY R6 | — | — | — | $10K | 0.3% | |
| Dimensional Fund Advisors DIMENSIONAL 2050 TARGET DT RTR INC INSTLDRIJX | — | — | — | $10K | 0.3% | |
| DFA Investment Trust Company DFA COMMODITY STRATEGY I | — | — | — | $8K | 0.3% | |
| Dimensional Fund Advisors DIMENSIONAL 2060 TARGET DT RTR INC INSTLDRILX | — | — | — | $8K | 0.3% | |
| Franklin SMALL CAP GROWTH R6 | — | — | — | $5K | 0.2% | |
| Fidelity MID CAP VALUE INDEX | — | — | — | $5K | 0.2% | |
| Fidelity SMALL CAP VALUE INDEX | — | — | — | $5K | 0.2% | |
| Dimensional Fund Advisors DIMENSIONAL 2055 TARGET DT RTR INC INSTLDRIKX | — | — | — | $1K | <0.1% |
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