Back to filter
Original filing (PDF)20251007111842NAL0002615907001
LANCASTER-BURNS CONSTRUCTION, INC.
Form 5500
FILING_RECEIVED
LANCASTER BURNS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
194
Accounts w/ balance
546
Plan assets (EOY)
$17.1M
Net assets (EOY)
$11.1M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "stock @ $855.75 per share" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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
Name
LANCASTER BURNS CONSTRUCTION, INC.
EIN
68-0402277
City
ROSEVILLE, CA
Phone
(916) 624-8404
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BFBA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 direct security· $17.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| stock @ $855.75 per share | — | — | — | $17.1M | 99.8% |
Related plans
Similar-size Construction plans
YORK HILL TRAP ROCK QUARRY CO INC
YORK HILL TRAP ROCK QUARRY CO INC PROFIT SHARING PLAN
$17.1M · 18 participants
BERGLUND CONSTRUCTION COMPANY
BERGLUND CONSTRUCTION COMPANY 401(K) RETIREMENT PLAN
$17.1M · 100 participants
FOUSHEE & ASSOCIATES CO., INC.
FOUSHEE & ASSOCIATES CO., INC. 401(K) PROFIT SHARING PLAN
$17.1M · 33 participants
STORY CONSTRUCTION CO.
STORY CONSTRUCTION CO. RETIREMENT SAVINGS PLAN
$17.2M · 162 participants
BOYD JONES CONSTRUCTION CO.
BOYD JONES CONSTRUCTION CO. PROFIT SHARING PLAN
$17.2M · 183 participants
POWERS & SONS CONSTRUCTION CO.
POWERS & SONS CONSTRUCTION CO. PROFIT SHARING & 401(K) PLAN
$17.1M · 94 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B