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Original filing (PDF)20251007150411NAL0002564595002
LS3P ASSOCIATES LTD.
Form 5500
FILING_RECEIVED
LS3P 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
490
Accounts w/ balance
626
Plan assets (EOY)
$72.3M
Net assets (EOY)
$72.3M
How this plan invests
This plan
1 pooled trust
Schedule D
51 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LS3P ASSOCIATES LTD..
Plan sponsor
Name
LS3P ASSOCIATES LTD.
EIN
57-0475651
Address
205 1/2 KING STREET · CHARLESTON, SC · 29401
Phone
(843) 577-4444
Industry
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
2025-10-07
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DRAFFIN TUCKER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $83K | — |
| SAGE ADVISORY GROUP | 33-0818667 | — | NONE | $29K | — |
Investments
35 direct securities · 1 pooled fund· $82.0M(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.
Uncategorized
$78.4M
35 holdings
Common Collective Trust
$3.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Registered Investment Company | — | — | — | $12.2M | 16.8% | |
| Fidelity Blue Chip Gwth Fd K6, 287,410 shares | — | — | — | $10.6M | 14.6% | |
| Fidelity Freedom Index 2040 Premier, 183,496 shares | — | — | — | $4.5M | 6.2% | |
| Janus Henderson Investors Enterprise Fd, 25,691 shares | — | — | — | $3.7M | 5.1% | |
| Investments shares | — | — | — | $3.7M | 5.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.7M | 5.1% | |
| Putnam | — | — | — | $3.7M | 5.1% | |
| Fidelity Freedom Index 2045 Premier, 133,777 shares | — | — | — | $3.5M | 4.8% | |
| Mfs Value Fund CI R6, 67,336 shares | — | — | — | $3.3M | 4.5% | |
| Fidelity Freedom Index 2035 Premier, 127,243 shares | — | — | — | $3.0M | 4.1% | |
| Fidelity Freedom Index 2055 Premier, 134,990 shares | — | — | — | $2.9M | 4.0% | |
| Fidelity Diversified Intl Fd K6, 201,383 shares | — | — | — | $2.9M | 3.9% | |
| FIDELITY FREE IDX 2030 PREM Registered Investment Company | — | — | — | $2.6M | 3.6% | |
| Fidelity Freedom Index 2050 Premier, 91,897 shares | — | — | — | $2.4M | 3.3% | |
| FIDELITY FREE IDX 2025 PREM Registered Investment Company | — | — | — | $2.1M | 2.9% | |
| FIDELITY FREE IDX 2020 PREM Registered Investment Company | — | — | — | $2.0M | 2.7% | |
| Victory Sycamore Established Val R6, 35,609 shares | — | — | — | $1.6M | 2.3% | |
| VICTORY SYC EST VALUE R6 Registered Investment Company | — | — | — | $1.6M | 2.3% | |
| Fidelity Extended Mkt Index Fd, 17,839 shares | — | — | — | $1.6M | 2.2% | |
| FIDELITY FREE IDX 2060 PREM Registered Investment Company | — | — | — | $1.6M | 2.2% | |
| Fidelity Global Ex Us Index, 101,791 shares | — | — | — | $1.5M | 2.0% | |
| Fidelity Us Bond Index Fd, 133,712 shares | — | — | — | $1.4M | 1.9% | |
| Fidelity Total Bond K6, 138,005 shares | — | — | — | $1.2M | 1.7% | |
| Principal Real Estate Sec R6, 31,832 shares | — | — | — | $895K | 1.2% | |
| FIDELITY FREE IDX 2065 PREM Registered Investment Company | — | — | — | $667K | 0.9% | |
| Pimco Us Small Instl, 52,069 shares | — | — | — | $594K | 0.8% | |
| Fidelity Govt Income Fd, 45,886 shares | — | — | — | $413K | 0.6% | |
| DELAWARE EMERGING MARKET INSTL Registered Investment Company | — | — | — | $391K | 0.5% | |
| Macquarie Emerging Markets Instl, 19,193 shares | — | — | — | $391K | 0.5% | |
| PARTICIPANT LOANS (5.25% - 10.50%) | — | — | — | $370K | 0.5% | |
| Various Plan Notes receivable from participants (5.25% to 10.50%) | — | — | — | $370K | 0.5% | |
| Fidelity Freedom Indx Income Premier, 25,379 shares | — | — | — | $297K | 0.4% | |
| VANGUARD INFLATION PROTECT ADM Registered Investment Company | — | — | — | $231K | 0.3% | |
| T Rowe Price Spectrum Income Fd, 19,558 shares | — | — | — | $219K | 0.3% | |
| FIDELITY FREE IDX 2015 PREM Registered Investment Company | — | — | — | $146K | 0.2% | |
| FIDELITY FREE IDX 2010 PREM Registered Investment Company | — | — | — | $54K | <0.1% |