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Original filing (PDF)20250903162313NAL0015371649001
LANDSCAPE WORKSHOP, LLC
Form 5500
FILING_RECEIVED
LANDSCAPE WORKSHOP, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
850
Accounts w/ balance
180
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 21% 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 LANDSCAPE WORKSHOP, LLC.
Plan sponsor
Name
LANDSCAPE WORKSHOP, LLC
EIN
61-1666112
Address
550 MONTGOMERY HWY · VESTAVIA HLS, AL · 352161844
Phone
(205) 697-1830
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
2025-09-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
THE HIGHLANDS ACCOUNTING GROUP, INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $16K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $17K | — |
Investments
29 direct securities · 1 pooled fund· $6.3M(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
$6.3M
29 holdings
Pooled Separate Account
$2K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Frdm Idx 2050 Ins Pre a | — | — | — | $1.1M | 17.0% | |
| Fidelity Investments Fidelity Frdm Idx 2045 Ins Pre a | — | — | — | $649K | 10.3% | |
| Fidelity Investments Fidelity Frdm Idx 2040 Ins Pre a | — | — | — | $569K | 9.1% | |
| Fidelity Investments Fidelity Frdm Idx 2035 Ins Pre a | — | — | — | $433K | 6.9% | |
| Fidelity Investments Fidelity Frdm Idx 2025 Ins Pre a | — | — | — | $433K | 6.9% | |
| Nuveen Large Cap Growth Index Fund R6 a | — | — | — | $372K | 5.9% | |
| Nuveen Large Cap Val Index R6 a | — | — | — | $369K | 5.9% | |
| Fidelity Investments Fidelity International Idx Fd a | — | — | — | $366K | 5.8% | |
| Fidelity Investments Fidelity 500 Index Fund a | — | — | — | $345K | 5.5% | |
| Fidelity Investments Fidelity Sm Cap Index Fund a | — | — | — | $213K | 3.4% | |
| Fidelity Investments Fidelity Frdm Idx 2055 Ins Pre a | — | — | — | $200K | 3.2% | |
| Neuberger Berman NB Mid Cap Grwth R6 Fund a | — | — | — | $174K | 2.8% | |
| BlackRock Adv Sm Cp Gr K Fd a | — | — | — | $143K | 2.3% | |
| Fidelity Investments Fidelity Frdm Idx 2060 Ins Pre a | — | — | — | $130K | 2.1% | |
| Principal Guaranteed Option a | — | — | — | $120K | 1.9% | |
| Fidelity Investments Fidelity Frdm Idx 2030 Ins Pre a | — | — | — | $118K | 1.9% | |
| American Funds Amer Funds Amer Bal R6 Fd a | — | — | — | $114K | 1.8% | |
| American Century Investments American Century Mid-Cap Val R6 a | — | — | — | $98K | 1.6% | |
| Baird Core Plus Bond I Fund a | — | — | — | $98K | 1.6% | |
| American Funds Amer Funds Con Gr And In Port R5 a | — | — | — | $97K | 1.5% | |
| Fidelity Investments Fidelity US Bond Index Fund a | — | — | — | $54K | 0.9% | |
| Fidelity Investments Fidelity Frdm Idx 2020 Ins Pre a | — | — | — | $47K | 0.8% | |
| (E) | — | — | — | $38K | 0.6% | |
| Fidelity Investments Fidelity Frdm Idx 2065 Ins Pre a | — | — | — | $38K | 0.6% | |
| Fidelity Investments Fidelity Frdm Idx Inc Ins Prem a | — | — | — | $25K | 0.4% | |
| Fidelity Investments Fidelity Emerg Mkt Index Fund a | — | — | — | $4K | <0.1% | |
| PIMCO RAE US Sml Instl Fd a | — | — | — | $2K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $2K | <0.1% | |
| Principal Mid Cap S&P 400 Index a | — | — | — | $2K | <0.1% | |
| Fidelity Investments Fidelity Multi-Asset Index Fund a | — | — | — | $1K | <0.1% |
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