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Original filing (PDF)20251001185832NAL0013592033001
LANCASTER-BURNS CONSTRUCTION, INC.
Form 5500
FILING_RECEIVED
LANCASTER-BURNS CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
296
Accounts w/ balance
268
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 68 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LANCASTER-BURNS CONSTRUCTION, INC..
Plan sponsor
Name
LANCASTER-BURNS CONSTRUCTION, INC.
EIN
68-0402277
Address
8655 WASHINGTON BLVD · ROSEVILLE, CA · 95678
Phone
(916) 624-8404
Industry
Constructionsee 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
2025-10-01
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)
Auditor
BFBA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL REGION FINANCIAL GROUP, LLC | — | FOLSOM, CA | ADVISOR | $48K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | MILL CREEK, WA | NONE | $7K | — |
Investments
29 direct securities · 1 pooled fund· $8.0M(99% 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
$7.2M
29 holdings
Common Collective Trust
$732K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MORLEY STABLE VALUE FUND CLASS 3 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $732K | 9.1% | |
| American 2045 Target Date Retirement Fund Mutual Fund | — | — | — | $599K | 7.5% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | — | — | — | $494K | 6.1% | |
| American 2035 Target Date Retirement Fund Mutual Fund | — | — | — | $451K | 5.6% | |
| T. Rowe Price Value Fund I Mutual Fund | — | — | — | $439K | 5.5% | |
| Vanguard Wellington Investor Fund Mutual Fund | — | — | — | $407K | 5.1% | |
| American 2060 Target Date Retirement Fund Mutual Fund | — | — | — | $368K | 4.6% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $368K | 4.6% | |
| American 2050 Target Date Retirement Fund Mutual Fund | — | — | — | $364K | 4.5% | |
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $343K | 4.3% | |
| Fidelity Asset Manager 40% Fund Mutual Fund | — | — | — | $292K | 3.6% | |
| American 2030 Target Date Retirement Fund Mutual Fund | — | — | — | $289K | 3.6% | |
| Notes receivable from participants Loans (4.25% - 9.50%) | — | — | — | $268K | 3.3% | |
| MFS International Growth CL R6 Mutual Fund | — | — | — | $243K | 3.0% | |
| Delaware Ivy Mid Cap Growth R6 Fund Mutual Fund | — | — | — | $238K | 3.0% | |
| American 2040 Target Date Retirement Fund Mutual Fund | — | — | — | $222K | 2.8% | |
| Vanguard REIT Index Admiral Fund Mutual Fund | — | — | — | $217K | 2.7% | |
| American Century Small Cap Value Mutual Fund | — | — | — | $207K | 2.6% | |
| Vanguard Mid Cap Growth Value Index Fund Mutual Fund | — | — | — | $188K | 2.3% | |
| Putnam Small Cap Growth R6 Mutual Fund | — | — | — | $169K | 2.1% | |
| American 2055 Target Date Retirement Fund Mutual Fund | — | — | — | $166K | 2.1% | |
| American 2065 Target Date Retirement Fund Mutual Fund | — | — | — | $160K | 2.0% | |
| Fidelity Asset Manager 70% Fund Mutual Fund | — | — | — | $142K | 1.8% | |
| Franklin Convertible Securities Fund Mutual Fund | — | — | — | $141K | 1.8% | |
| Federated Hermes Instl High Yield Bond Mutual Fund | — | — | — | $121K | 1.5% | |
| Fidelity Asset Manager 20% Fund Mutual Fund | — | — | — | $114K | 1.4% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $110K | 1.4% | |
| American 2020 Target Date Retirement Fund Mutual Fund | — | — | — | $56K | 0.7% | |
| Vanguard Short-Term Federal Admiral Fund Mutual Fund | — | — | — | $32K | 0.4% | |
| American 2025 Target Date Retirement Fund Mutual Fund | — | — | — | $30K | 0.4% |
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