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Original filing (PDF)20250918134741NAL0000689299001
THE LAMPO GROUP, LLC
Form 5500
FILING_RECEIVED
THE LAMPO GROUP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
1,009
Accounts w/ balance
941
Plan assets (EOY)
$91.9M
Net assets (EOY)
$91.9M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE LAMPO GROUP, LLC.
Plan sponsor
Name
THE LAMPO GROUP, LLC
EIN
62-1593846
Address
1011 REAMS FLEMING BLVD · FRANKLIN, TN · 37064
Phone
(615) 371-8881
Industry
Information / Tech / Mediasee 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
2025-09-18
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARR, RIGGS & INGRAM, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $7K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGESPRING WEALTH PARTNERS LLC | — | FRANKLIN, TN | INVESTMENT ADVISOR | $143K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARR, RIGGS & INGRAM, LLC | 72-1396621 | — | AUDITOR | $3K | — |
Investments
17 direct securities· $91.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| lessor or similar party investment Cost** Current Value * American Funds Growth Fund of America R4 Mutual Fund | — | — | — | $20.7M | 22.5% | |
| American Funds American Balanced R4 Mutual Fund | — | — | — | $11.7M | 12.7% | |
| American Funds New Perspectives R4 Mutual Fund | — | — | — | $9.4M | 10.2% | |
| American Funds Investment Company of America R4 Mutual Fund | — | — | — | $8.7M | 9.4% | |
| American Funds Smallcap World R4 Mutual Fund | — | — | — | $7.7M | 8.4% | |
| American Funds Fundamental Investors R4 Mutual Fund | — | — | — | $6.4M | 7.0% | |
| Columbia Large Cap Index A Mutual Fund | — | — | — | $6.0M | 6.5% | |
| American Funds Washington Mutual R4 Mutual Fund | — | — | — | $3.4M | 3.7% | |
| American Funds Capital World Growth and Income R4 Mutual Fund | — | — | — | $3.2M | 3.5% | |
| American Funds EuroPacific Growth R4 Mutual Fund | — | — | — | $3.1M | 3.4% | |
| American Funds New Economy R4 Mutual Fund | — | — | — | $2.7M | 3.0% | |
| Franklin Templeton Small Cap Growth A Mutual Fund | — | — | — | $2.5M | 2.7% | |
| JPMorgan Mid Cap Growth R3 Mutual Fund | — | — | — | $2.1M | 2.2% | |
| Columbia Small Cap Index A Mutual Fund | — | — | — | $1.5M | 1.6% | |
| American Funds US Govt Money Market R4 Mutual Fund | — | — | — | $1.3M | 1.4% | |
| American Funds Income Fund of America R4 Mutual Fund | — | — | — | $1.3M | 1.4% | |
| American Funds Intermediate Bond Fund of America R4 Mutual Fund | — | — | — | $344K | 0.4% |