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Original filing (PDF)20251015151729NAL0002654547001
LHC GROUP, INC
Form 5500
FILING_RECEIVED
LHC GROUP 401(K) PLAN
Defined-contribution retirement plan
Active participants
25,733
Accounts w/ balance
13,475
Plan assets (EOY)
$540.8M
Net assets (EOY)
$540.8M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 31 bps in Schedule C fees — 410% above peer band of 6 bps.
- 52% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LHC GROUP, INC.
Plan sponsor
Name
LHC GROUP, INC
EIN
71-0918189
Address
901 HUGH WALLIS ROAD SOUTH · LAFAYETTE, LA · 70508
Phone
(337) 769-0701
Industry
Health Care & Social Assistancesee 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2A · Age/service weighted or new comparability
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DARNALL SIKES & FREDERICK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORDKEEPER | $1.4M | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | 33-0785439 | — | BROKER | $190K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DARNALL SIKES & FREDERICK | 72-0738838 | — | NONE | $38K | — |
Investments
32 direct securities · 1 pooled fund· $565.3M(100% 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
$553.8M
32 holdings
Common Collective Trust
$11.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2030 Inv A Black Rock (a) BlackRock LifePath Index 2035 Inv A | — | — | — | $52.7M | 9.7% | |
| BlackRock LifePath Index 2040 Inv A Black Rock (a) | — | — | — | $49.3M | 9.1% | |
| Black Rock (a) | — | — | — | $45.3M | 8.4% | |
| Black Rock (a) | — | — | — | $42.7M | 7.9% | |
| BlackRock LifePath Index 2045 Inv A Black Rock (a) | — | — | — | $42.6M | 7.9% | |
| Fidelity (a) Fidelity 500 Index | — | — | — | $40.2M | 7.4% | |
| BlackRock LifePath Index Retire Inv A Black Rock (a) | — | — | — | $39.0M | 7.2% | |
| MFS (a) MFS Growth R3 | — | — | — | $36.6M | 6.8% | |
| BlackRock LifePath Index 2050 Inv A Black Rock (a) BlackRock LifePath Index 2055 Inv A | — | — | — | $28.5M | 5.3% | |
| American Funds American Balanced R4 American Funds (a) | — | — | — | $16.1M | 3.0% | |
| Fidelity Small Cap Index Hartford (a) Hartford Core Equity R4 | — | — | — | $15.5M | 2.9% | |
| Clearbridge (a) Clearbridge International Growth I | — | — | — | $13.0M | 2.4% | |
| BlackRock LifePath Index 2065 Inv A Clearbridge (a) | — | — | — | $13.0M | 2.4% | |
| JP Morgan (a) JPMorgan Equity Income R3 | — | — | — | $12.3M | 2.3% | |
| PGIM (a) PGIM Total Return Bond A | — | — | — | $11.8M | 2.2% | |
| Metlife (a) | — | — | — | $11.5M | 2.1% | |
| WILMINGTON/METLIFE STABLE CLASS 80 METLIFE · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $11.5M | 2.1% | |
| Black Rock (a) BlackRock LifePath Index 2060 Inv A | — | — | — | $10.1M | 1.9% | |
| MetLife Stable Value- 50 American Funds (a) | — | — | — | $10.0M | 1.8% | |
| Victory (a) Victory Sycamore Established Value A | — | — | — | $8.2M | 1.5% | |
| Participant Loans -0- Interest rates from 4.25% - 10.50% | — | — | — | $8.2M | 1.5% | |
| Fidelity (a) | — | — | — | $6.7M | 1.2% | |
| MFS (a) MFS Mid Cap Growth | — | — | — | $6.7M | 1.2% | |
| Victory Sycamore Established Value A Victory (a) Victory Sycamore Small Company Opp A | — | — | — | $5.3M | 1.0% | |
| Lord Abbett (a) Lord Abbett Bond Debenture R4 | — | — | — | $5.3M | 1.0% | |
| Fidelity International Index Fidelity (a) | — | — | — | $5.0M | 0.9% | |
| Loomis Sayles (a) Loomis Sayles Small Cap Growth Retail | — | — | — | $4.5M | 0.8% | |
| Fidelity Mid Cap Index Fidelity (a) | — | — | — | $4.5M | 0.8% | |
| Cohen & Steers Real Estate Fidelity (a) Fidelity US Bond Index | — | — | — | $4.4M | 0.8% | |
| Clearbridge International Growth I Cohen & Steers (a) | — | — | — | $2.5M | 0.5% | |
| American Funds New Perspective R4 Vanguard (a) Vanguard Money Market Fund | — | — | — | $1.2M | 0.2% | |
| American Funds (a) American Funds New World R6 | — | — | — | $883K | 0.2% | |
| Black Rock (a) | — | — | — | $335K | <0.1% |