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Original filing (PDF)20251011114705NAL0013840720001
LASERSHIP, INC.
Form 5500
FILING_RECEIVED
LASERSHIP 401(K) PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
17,015
Accounts w/ balance
1,391
Plan assets (EOY)
$76.2M
Net assets (EOY)
$76.2M
How this plan invests
This plan
25 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
86
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "[DFE: FLEXPATH INDEX MODERATE 2045 FUND (extraction pending)]" is 28% of plan.
- 25 bps in Schedule C fees — 58% above peer band of 16 bps.
- Only 8% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LASERSHIP, INC..
Plan sponsor
Name
LASERSHIP, INC.
EIN
54-2015092
Address
14850 THOMPSON RD · CHANTILLY, VA · 20151
Phone
(571) 435-4535
Industry
Transportation & Warehousingsee 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
2025-10-11
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $143K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $50K | — |
Investments
4 direct securities · 25 pooled funds· $71.4M(94% 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.
Common Collective Trust
$63.4M
25 holdings
Uncategorized
$8.0M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $17.7M | 23.2% | |
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $17.7M | 23.2% | |
| [DFE: FLEXPATH INDEX MODERATE RETIREMENT FUND (extraction pending)] | — | — | — | $7.8M | 10.2% | |
| FLEXPATH MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $7.8M | 10.2% | |
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $7.6M | 9.9% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $3.2M | 4.3% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.8M | 3.7% | |
| FLEXPATH AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $1.7M | 2.2% | |
| FLEXPATH MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $1.7M | 2.2% | |
| FLEXPATH AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $815K | 1.1% | |
| FLEXPATH AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $557K | 0.7% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $439K | 0.6% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $410K | 0.5% | |
| FLEXPATH AGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $220K | 0.3% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $188K | 0.2% | |
| FLEXPATH CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $140K | 0.2% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $117K | 0.2% | |
| FLEXPATH CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $102K | 0.1% | |
| [DFE: FLEXPATH INDEX CONSERVATIVE RETIREMENT FUND (extraction pending)] | — | — | — | $86K | 0.1% | |
| FLEXPATH CON RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $86K | 0.1% | |
| FLEXPATH CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $76K | <0.1% | |
| [DFE: FLEXPATH INDEX AGGRESSIVE RETIREMENT FUND (extraction pending)] | — | — | — | $53K | <0.1% | |
| FLEXPATH AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $53K | <0.1% | |
| [DFE: COHEN & STEERS COLLECTIVE INVESTMENT TRUST (extraction pending)] | — | — | — | $30K | <0.1% | |
| C&S US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $30K | <0.1% | |
| FLEXPATH CON 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271380 / PN 761 | Common Collective Trust | — | — | $27K | <0.1% | |
| FLEXPATH MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% |
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