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Original filing (PDF)20250827093625NAL0018673698001
LAMMICO
Form 5500
FILING_RECEIVED
LAMMICO EMPLOYEE RETIREMENT PLAN
401(k) retirement plan
Active participants
120
Accounts w/ balance
153
Plan assets (EOY)
$48.9M
Net assets (EOY)
$48.9M
How this plan invests
This plan
21 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 LAMMICO.
Plan sponsor
Name
LAMMICO
EIN
72-0925617
Address
ONE GALLERIA BLVD. SUITE 700 · METAIRIE, LA · 700017510
Phone
(800) 452-2120
Industry
Finance & Insurancesee 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
2025-08-27
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $83K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HANCOCK WHITNEY BANK | — | GULFPORT, MS | INVESTMENT ADVISOR | $18K | — |
| BEACON POINTE ADVISORS LLC | — | NEWPORT BEACH, CA | INVESTMENT ADVISOR | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
21 direct securities· $48.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SAGIC Diversified Bond Fixed Annuities N/A | — | — | — | $9.1M | 18.7% | |
| MassMutual Select T. Rowe - 2030 Fund Mutual Funds N/A | — | — | — | $5.9M | 12.0% | |
| Vanguard 500 Index Admiral Mutual Funds N/A | — | — | — | $5.0M | 10.3% | |
| Vanguard Small Cap Index Admiral Mutual Funds N/A | — | — | — | $3.4M | 7.0% | |
| Pioneer Fundamental Growth Mutual Funds N/A | — | — | — | $3.3M | 6.8% | |
| MassMutual Select T. Rowe - 2020 Fund Mutual Funds N/A | — | — | — | $3.2M | 6.5% | |
| MassMutual Select T. Rowe - 2040 Fund Mutual Funds N/A | — | — | — | $3.2M | 6.5% | |
| Blackrock Total Return Institutional Mutual Funds N/A | — | — | — | $2.9M | 5.9% | |
| Vanguard Total Institutional Stock Index Admiral Mutual Funds N/A | — | — | — | $2.1M | 4.2% | |
| American Funds Washington Mutual R6 Mutual Funds N/A | — | — | — | $1.9M | 3.8% | |
| American Funds GR and Inc Port R-6 Mutual Funds N/A | — | — | — | $1.7M | 3.5% | |
| JP Mogan US Equity R6 Mutual Funds N/A | — | — | — | $1.6M | 3.3% | |
| MassMutual Select T. Rowe - 2050 Fund Mutual Funds N/A | — | — | — | $1.5M | 3.1% | |
| MassMutual SUS Governmental Money Market Fund Mutual Funds N/A 76 * MFS Mid Cap Value R3 Mutual Funds N/A | — | — | — | $1.2M | 2.4% | |
| Vanguard Mid Cap Index Fund Admiral Mutual Funds N/A | — | — | — | $777K | 1.6% | |
| Fidelity Advisor International Growth Z Mutual Funds N/A | — | — | — | $765K | 1.6% | |
| MassMutual Select T. Rowe - 2010 Fund Mutual Funds N/A | — | — | — | $420K | 0.9% | |
| MassMutual Select T. Rowe - 2060 Fund Mutual Funds N/A | — | — | — | $296K | 0.6% | |
| MassMutual Select T. Rowe - Retirement Balance Mutual Funds N/A | — | — | — | $292K | 0.6% | |
| Vanguard Total Bond Market Index Admiral Mutual Funds N/A | — | — | — | $202K | 0.4% | |
| Large Cap Value Fund Class R1 Common collective trust N/A | — | — | — | $31K | <0.1% |
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