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Original filing (PDF)20250919093056NAL0001016675001
LBMC, PC
Form 5500
FILING_RECEIVED
LATTIMORE, BLACK, MORGAN & CAIN, P.C. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
593
Accounts w/ balance
757
Plan assets (EOY)
$85.7M
Net assets (EOY)
$85.7M
How this plan invests
This plan
56 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 LBMC, PC.
Plan sponsor
Name
LBMC, PC
EIN
62-1199757
Address
201 FRANKLIN ROAD · PO BOX 1869 · BRENTWOOD, TN · 37027
Phone
(615) 377-4600
Industry
CPA Offices· 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
2025-09-19
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
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT PLAN COMPANY, LLC | 38-3712991 | — | NONE | $110K | — |
| FIDELITY PERSONAL TRUST COMPANY | — | WILMINGTON, DE | NONE | $22K | — |
Investments
56 direct securities· $82.5M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Inv Class Fund | — | — | — | $15.7M | 18.3% | |
| MFS Growth Fund R6 | — | — | — | $11.5M | 13.4% | |
| American Funds American Balanced Fund R6 | — | — | — | $7.6M | 8.9% | |
| American Funds Washington Mutual Investors Fund | — | — | — | $6.6M | 7.7% | |
| American Funds Euro pacific Growth Fund R6 | — | — | — | $4.2M | 4.9% | |
| Vanguard Small-Cap Value Index Admiral Fund | — | — | — | $3.6M | 4.2% | |
| Fidelity Government Money Market Fund | — | — | — | $3.4M | 4.0% | |
| Vanguard Mid Cap Growth Idx Admiral Fund | — | — | — | $3.3M | 3.8% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $2.0M | 2.3% | |
| American Funds New Perspective Fund R6 | — | — | — | $1.9M | 2.2% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $1.8M | 2.2% | |
| Dodge & Cox Income Fund | — | — | — | $1.8M | 2.1% | |
| American Funds American Mutual Fund R6 | — | — | — | $1.6M | 1.8% | |
| Vanguard Small-Cap Index Admiral Shares Fund | — | — | — | $1.5M | 1.8% | |
| Fidelity LGCP Growth Index Fund | — | — | — | $1.5M | 1.7% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.4M | 1.7% | |
| Vanguard International Value Inv Fund | — | — | — | $1.1M | 1.3% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $966K | 1.1% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $897K | 1.0% | |
| Vanguard Real Estate Index Admiral | — | — | — | $737K | 0.9% | |
| Vanguard Large-Cap Index Admiral Shares Fund | — | — | — | $732K | 0.9% | |
| MFS Intl Diversification Fund R6 | — | — | — | $694K | 0.8% | |
| Vanguard Short-Term Treasury Investor Shares Fund | — | — | — | $668K | 0.8% | |
| Vanguard Total International Stock Index Fund | — | — | — | $630K | 0.7% | |
| Vanguard Total World Stock Index Fund | — | — | — | $615K | 0.7% | |
| Vanguard Short-Term Federal Adm Fund | — | — | — | $541K | 0.6% | |
| various maturity dates | — | — | — | $517K | 0.6% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $485K | 0.6% | |
| Fidelity Mid-Cap Stock Fund | — | — | — | $484K | 0.6% | |
| Vanguard Short-Term Corp Bd Idx Admiral Fund | — | — | — | $475K | 0.6% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $475K | 0.6% | |
| Eaton Vance FLT Rate Advantage Fund | — | — | — | $388K | 0.5% | |
| Vanguard Interm-Term Bond Index Adm Fund | — | — | — | $378K | 0.4% | |
| Vanguard INFLTN-Project Sec Fund | — | — | — | $312K | 0.4% | |
| BlackRock Strategic Income Opp Fund | — | — | — | $241K | 0.3% | |
| Fidelity Interim Trs Bd Idx Instl Prm Fund | — | — | — | $228K | 0.3% | |
| Vanguard Mid Cap Index Admiral Fund | — | — | — | $213K | 0.2% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $171K | 0.2% | |
| Vanguard Mid Cap Value Index Admiral Fund | — | — | — | $152K | 0.2% | |
| American Funds New World Fund R6 | — | — | — | $131K | 0.2% | |
| Fidelity Emerging Market Index Fund | — | — | — | $114K | 0.1% | |
| American Funds Small cap World Fund R6 | — | — | — | $104K | 0.1% | |
| T. Rowe Price T. Rowe Price Instl Floating Rate | — | — | — | $101K | 0.1% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $82K | <0.1% | |
| American Funds Fund of American R6 | — | — | — | $80K | <0.1% | |
| Vanguard International Growth Adm Fund | — | — | — | $72K | <0.1% | |
| Fidelity Large Cap Value Index Prm Inst | — | — | — | $66K | <0.1% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $62K | <0.1% | |
| Vanguard Wellesley Income Adm Fund | — | — | — | $38K | <0.1% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $26K | <0.1% | |
| Vanguard Explorer Adm Fund | — | — | — | $22K | <0.1% | |
| Vanguard LifeStrategy Income Inv Fund | — | — | — | $13K | <0.1% | |
| Vanguard Total Intl Bd Idx Admiral Fund | — | — | — | $11K | <0.1% | |
| Vanguard Long-Term Investment-Grade Adm Fund | — | — | — | $11K | <0.1% | |
| Vanguard Target Retirement Income Inv Fund | — | — | — | $11K | <0.1% | |
| Vanguard Long-Term Treasury Idx Admiral Fund | — | — | — | $4K | <0.1% |
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