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Original filing (PDF)20251008082110NAL0002850531001
LENDKEY TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
LENDKEY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
174
Accounts w/ balance
277
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
How this plan invests
This plan
34 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.
Helping the score
- Below-peer total fees (29 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LENDKEY TECHNOLOGIES, INC..
Plan sponsor
Name
LENDKEY TECHNOLOGIES, INC.
EIN
65-1307115
Address
9999 CARVER ROAD, SUITE 400 · BLUE ASH, OH · 45242
Phone
(513) 808-4129
Industry
Custom Computer Programming· 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
2025-10-08
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BARNES DENNIG & CO LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP LLC | — | SANTA BARBARA, CA | NONE | $15K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $6K | — |
| WORLD INVESTMENT ADVISORS | — | SANTA BARBARA, CA | NONE | $6K | — |
Investments
34 direct securities· $9.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.8M | 19.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.0M | 11.2% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $984K | 10.5% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $804K | 8.6% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $675K | 7.2% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $674K | 7.2% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $526K | 5.6% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $476K | 5.1% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $350K | 3.7% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $223K | 2.4% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $215K | 2.3% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $185K | 2.0% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $154K | 1.6% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $137K | 1.5% | |
| Dodge & Cox Stock X Dodge & Cox 0 | — | — | — | $129K | 1.4% | |
| Columbia Seligman Tech and Info I3 Columbia 0 | — | — | — | $98K | 1.0% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 | — | — | — | $91K | 1.0% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $90K | 1.0% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $79K | 0.8% | |
| Cohen & Steers Real Estate Secs Z Cohen & Steers 0 | — | — | — | $73K | 0.8% | |
| American Eupac R6 American Funds 0 | — | — | — | $68K | 0.7% | |
| Invesco Gold & Special Minerals R6 Invesco 0 | — | — | — | $67K | 0.7% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $63K | 0.7% | |
| PIMCO Real Return Instl PIMCO 0 | — | — | — | $57K | 0.6% | |
| American Century Small Cap Value R6 American Century 0 | — | — | — | $53K | 0.6% | |
| Buffalo Small Cap Growth Instl Buffalo 0 | — | — | — | $51K | 0.5% | |
| American Funds New World R6 American Funds 0 | — | — | — | $50K | 0.5% | |
| American Century Mid Cap Value R6 American Century 0 | — | — | — | $48K | 0.5% | |
| PGIM Global Total Return R6 PGIM 0 | — | — | — | $29K | 0.3% | |
| Franklin Utilities Fund R6 Franklin 0 | — | — | — | $24K | 0.3% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $24K | 0.3% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $15K | 0.2% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $14K | 0.2% | |
| American Funds Inflation Linked Bd R6 American Funds 0 925 Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $5K | <0.1% |
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