Original filing (PDF)20251015191049NAL0002904659001

LOTSPEICH CO. OF FLORIDA, INC.

Name: LOTSPEICH CO. OF FLORIDA, INC. — LOTSPEICH CO. OF FLORIDA, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LOTSPEICH CO. OF FLORIDA, INC.

Form 5500

FILING_RECEIVED

LOTSPEICH CO. OF FLORIDA, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

Corrective distributions issuedHigh average account balance

Active participants

150

Accounts w/ balance

142

Plan assets (EOY)

$22.3M

Net assets (EOY)

$22.3M

How this plan invests

This plan

68 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

High average account balance (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOTSPEICH CO. OF FLORIDA, INC..

Plan sponsor

Name

LOTSPEICH CO. OF FLORIDA, INC.

EIN

59-1171393

Address

6351 NORTHWEST 28TH WAY · SUITE A · FORT LAUDERDALE, FL · 33309

Phone

(954) 978-2388

Industry

Constructionsee all

Plan administrator

Name

THE FIDUCIARY STUDIO

EIN

45-1739578

City

DALLAS, TX

Phone

(866) 497-5501

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK USA	01-0233346	—	RECORDKEEPER	$2K	—
EMPOWER ANNUITY INSURANCE COMPANY	95-2755361	—	RECORDKEEPER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ASSOCIATES INC (USA)

Investments

68 pooled funds· $15.1M(68% 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

$15.1M

12 holdings

Pooled Separate Account

56 holdings

			% of plan
INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY TRUST · EIN 81-4430771 / PN 305	Common Collective Trust	$7.5M	33.7%
INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY TRUST · EIN 81-4457845 / PN 307	Common Collective Trust	$3.2M	14.3%
INDEXSELECT MODERATE 2045 FUND CL GREAT GRAY TRUST · EIN 81-4470950 / PN 308	Common Collective Trust	$2.5M	11.1%
JHANCOCK STABLE VALUE FUND CLASS I6 GREAT GRAY TRUST · EIN 80-6136981 / PN 000	Common Collective Trust	$953K	4.3%
INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY TRUST · EIN 81-4484368 / PN 309	Common Collective Trust	$482K	2.2%
INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY TRUST · EIN 33-8727530 / PN 775	Common Collective Trust	$178K	0.8%
INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY TRUST · EIN 81-4393238 / PN 302	Common Collective Trust	$152K	0.7%
INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY TRUST · EIN 81-4515825 / PN 312	Common Collective Trust	$48K	0.2%
INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY TRUST · EIN 81-4403657 / PN 303	Common Collective Trust	$40K	0.2%
INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY TRUST · EIN 81-4418048 / PN 304	Common Collective Trust	$11K	<0.1%
INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY TRUST · EIN 81-4543855 / PN 314	Common Collective Trust	$4K	<0.1%
INDEXSELECT CONSERVATIVE 2065 FUND GREAT GRAY TRUST · EIN 38-7275307 / PN 776	Common Collective Trust	$3K	<0.1%
VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
AMERICAN FUNDS 2060 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
VANGUARD TARGET RET 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
JH MULTIMANAGER CONSERV LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
JH MANAGED VOLATILITY GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
JH MANAGED VOLATILITY BAL JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
JH MANAGED VOLATILITY MOD JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
DFA INTERNATIONAL VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
DFA U.S. SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
DODGE & COX INTERNATIONAL ST JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
INVESCO DEVELOPING MARKETS JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
PGIM JENNISON MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
REAL EST. SECURITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
SMALL CAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
VANGUARD ENERGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
VANGUARD MID-CAP VALUE ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
AMERICAN FUNDS 2025 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
EQUITY INCOME FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
INTL EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
INVESCO GLOBAL FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
JPMORGAN U.S. EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
VANGUARD GROWTH INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
VANGUARD VALUE INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
BLACKROCK GLOBAL ALLOCATION JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
MFS EMERGING MARKETS DEBT JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%
MFS UTILITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001	Pooled Separate Account	$0	<0.1%