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Original filing (PDF)20250905110610NAL0010552979001
LC INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
LC INDUSTRIES SURPLUS SHARING & 401(K) PLAN
401(k) retirement plan
Signals · 2
25% in single holdingNo recordkeeper disclosed
Active participants
755
Accounts w/ balance
859
Plan assets (EOY)
$62.8M
Net assets (EOY)
$62.8M
How this plan invests
This plan
3 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Principal Guaranteed Option" is 25% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LC INDUSTRIES, INC..
Plan sponsor
Name
LC INDUSTRIES, INC.
EIN
56-0686307
Address
4500 EMPEROR BLVD · DURHAM, NC · 277038420
Phone
(919) 596-8277
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-05
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)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $90K | — |
Investments
15 direct securities · 3 pooled funds· $59.1M(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.
Uncategorized
$35.5M
13 holdings
Guaranteed Income / GIC
$15.0M
1 holding
Mutual Funds
$7.4M
1 holding
Pooled Separate Account
$1.1M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| * Principal Guaranteed Option | Guaranteed Income / GIC | — | — | $15.0M | 23.8% | |
| s * Principal Fidelity US Bond Index Fund | Mutual Funds | — | — | $7.4M | 11.9% | |
| Principal JP Morgan Large Cap Gr R6 Fd | — | — | — | $5.9M | 9.4% | |
| Principal Putnam Large Cap Value R6 Fund | — | — | — | $5.2M | 8.3% | |
| Principal Dodge & Cox Income I Fund | — | — | — | $5.0M | 7.9% | |
| Principal Fidelity 500 Index | — | — | — | $3.0M | 4.8% | |
| Principal Fidelity International Idx Fd | — | — | — | $3.0M | 4.8% | |
| Principal GQG Ptrs Emg Mkts Eqty R6 Fd | — | — | — | $2.4M | 3.8% | |
| Principal Hartford Schroder Intl Stk SDR | — | — | — | $2.0M | 3.2% | |
| Principal Undisc Mgrs Behav Value R6 Fd | — | — | — | $2.0M | 3.1% | |
| Principal PIMCO High Yield Instl Fund | — | — | — | $1.8M | 2.9% | |
| Principal Virtus KAR Mid-Cap Core R6 Fd | — | — | — | $1.6M | 2.5% | |
| Principal Fidelity Mid Cp index Fund | — | — | — | $1.3M | 2.0% | |
| Principal Fidelity Sm Cap Index Fund | — | — | — | $1.3M | 2.0% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $1.1M | 1.8% | |
| maturing through October 2031 | — | — | — | $1.1M | 1.8% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $0 | <0.1% | |
| UNITED OF OMAHA SEPARATE ACCT UNITED OF OMAHA LIFE INSURANCE · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
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