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Original filing (PDF)20251217100125NAL0003898273001
LANCESOFT, INC.
Form 5500
FILING_RECEIVED
LANCESOFT, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.0 mo~168 bps in Sched C fees
Active participants
1,840
Accounts w/ balance
2,507
Plan assets (EOY)
$14.5M
Net assets (EOY)
$14.5M
How this plan invests
This plan
5 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
96
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.0 months past the 10.5-month grace window.
- 168 bps in Schedule C fees — 480% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LANCESOFT, INC..
Plan sponsor
Name
LANCESOFT, INC.
EIN
54-1974095
Address
2121 COOPERATIVE WAY, SUITE 130 · HERNDON, VA · 20171
Phone
(703) 674-4569
Industry
Admin Support & Waste Mgmtsee 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
2025-12-17
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
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $213K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $32K | — |
Investments
31 direct securities · 5 pooled funds· $14.5M(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.
Registered Investment Companies
$13.1M
31 holdings
Common Collective Trust
$1.3M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $2.2M | 15.0% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $1.5M | 10.4% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 7.7% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $931K | 6.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $720K | 5.0% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $609K | 4.2% | |
| HTFD INTL OPPORTUNITIES R6 | Registered Investment Companies | — | — | $599K | 4.1% | |
| INTERNATIONAL GR II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $555K | 3.8% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $491K | 3.4% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $483K | 3.3% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $451K | 3.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $413K | 2.8% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $392K | 2.7% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $379K | 2.6% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $346K | 2.4% | |
| JANUS HENDERSON VENTURE FUND-N | Registered Investment Companies | — | — | $309K | 2.1% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $303K | 2.1% | |
| FID US BOND IND | Registered Investment Companies | — | — | $287K | 2.0% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $258K | 1.8% | |
| MID CAP GROWTH FUND II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $222K | 1.5% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $216K | 1.5% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $214K | 1.5% | |
| NUVEEN INFLATIONLINKED BOND R6 | Registered Investment Companies | — | — | $211K | 1.5% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $190K | 1.3% | |
| CORE PLUS BOND II - R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $186K | 1.3% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $166K | 1.1% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $155K | 1.1% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $139K | 1.0% | |
| BLK COMMODITY STRAT K | Registered Investment Companies | — | — | $126K | 0.9% | |
| PIMCO RAE US SM INSTL | Registered Investment Companies | — | — | $104K | 0.7% | |
| FIDELITY ADVISOR STRAT INC Z | Registered Investment Companies | — | — | $83K | 0.6% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $55K | 0.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $48K | 0.3% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $20K | 0.1% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $11K | <0.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
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