Original filing (PDF)20251013123855NAL0000610131001

LULA-WESTFIELD, L.L.C.

Name: LULA-WESTFIELD, L.L.C. — LULA-WESTFIELD, L.L.C. SAVINGS PLAN, Form 5500 (2024)
Creator: LULA-WESTFIELD, L.L.C.

Form 5500

FILING_RECEIVED

LULA-WESTFIELD, L.L.C. SAVINGS PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

127

Accounts w/ balance

117

Plan assets (EOY)

$15.4M

Net assets (EOY)

$15.4M

How this plan invests

This plan

72 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

Participation health

100

Knocking points off

42 bps in Schedule C fees — modestly above peer band of 29 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LULA-WESTFIELD, L.L.C..

Plan sponsor

Name

LULA-WESTFIELD, L.L.C.

EIN

72-1353056

Address

P. O. BOX 10 · PAINCOURTVILLE, LA · 70391

Phone

(985) 369-6450

Industry

Manufacturingsee 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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

DUPLANTIER, HRAPMAN, HOGAN, & MAHER

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PROACCOUNT	73-0988442	COLUMBUS, OH	INVESTMENT ADVISORY	$625	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES & ASSOCIATES, INC.	59-1237041	SAINT PETERSBUR, FL	NONE	$52K	—
NATIONWIDE	—	COLUMBUS, OH	NONE	$8K	—
NATIONWIDE	—	COLUMBUS, OH	NONE	$2K	—
NATIONWIDE RETIREMENT PLANS	—	COLUMBUS, OH	NONE	$1K	—

Investments

64 direct securities· $20.4M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Nationwide Retirement Plans Fixed Select Option	—	—	—	$2.6M	16.6%
Nuveen Lifecycle Index 2035 - Class R6	—	—	—	$2.0M	13.2%
FID 500 INDX MUTUAL FUND	—	—	—	$1.7M	11.1%
Fidelity 500 Index	—	—	—	$1.7M	11.1%
AMFDS GR FD AM R6 MUTUAL FUND	—	—	—	$1.3M	8.5%
PARTY IN BORROWER, LESSOR INTEREST, COLLATERAL, COST CURRENT INTEREST OR SIMILAR PARTY PAR OR MATURITY VALUE BASIS VALUE AB Global Bond Fund Class Z 451 American Funds Growth Fund of America R6	—	—	—	$1.3M	8.5%
Nuveen Lifecycle Index 2025 - Class R6	—	—	—	$1.1M	7.3%
Nuveen Lifecycle Index 2045 - Class R6	—	—	—	$820K	5.3%
American Funds Growth American Balances R6	—	—	—	$623K	4.0%
AMFDS AM BAL R6 MUTUAL FUND	—	—	—	$623K	4.0%
JP Morgan Large Cap Val R5	—	—	—	$604K	3.9%
JPM LGCAP VAL R5 MUTUAL FUND	—	—	—	$604K	3.9%
Nuveen Lifecycle Index 2040 - Class R6	—	—	—	$488K	3.2%
Nuveen Lifecycle Index Retirement Income - Class R6	—	—	—	$485K	3.1%
Nuveen Lifecycle Index 2055 - Class R6	—	—	—	$468K	3.0%
Victory Pioneer Select Mid Cap Growth Fund Y	—	—	—	$362K	2.3%
Nationwide Retirement Plans Cor Plus Bd R6	—	—	—	$327K	2.1%
PARTY IN BORROWER, LESSOR INTEREST, COLLATERAL, COST CURRENT INTEREST OR SIMILAR PARTY PAR OR MATURITY VALUE BASIS VALUE Invesco Opperheimer International Diversified Y	—	—	—	$305K	2.0%
INVSCO INTL DIVRS Y MUTUAL FUND	—	—	—	$305K	2.0%
Nuveen Lifecycle Index 2060 - Class R6	—	—	—	$299K	1.9%
Participant loans Interest rate 5.25% to 10.50%	—	—	—	$248K	1.6%
Nationwide Retirement Plans Geneva SmCapGr Inst. Svc.	—	—	—	$238K	1.5%
BLKRK HLTH SCNC OPPR INST MUTUAL FUND	—	—	—	$230K	1.5%
INVSCO GLBL Y MUTUAL FUND	—	—	—	$230K	1.5%
Invesco Opperheimer Global Y	—	—	—	$230K	1.5%
Nationwide Retirement Plans Bailard Int. Eq. R6	—	—	—	$192K	1.2%
JNSHNDRSN SMCAP VAL N MUTUAL FUND	—	—	—	$134K	0.9%
VNGRD SEL VAL INV MUTUAL FUND	—	—	—	$122K	0.8%
Vanguard Selected Value Inv.	—	—	—	$122K	0.8%
Nuveen Lifecycle Index 2010 - Class R6	—	—	—	$95K	0.6%
Nuveen Lifecycle Index 2015 - Class R6	—	—	—	$88K	0.6%
Nuveen Lifecycle Index 2020 - Class R6	—	—	—	$79K	0.5%
Nuveen Lifecycle Index 2050 - Class R6	—	—	—	$35K	0.2%
Nuveen Real Estate Fund Real Estate Securities Fund - Class R6	—	—	—	$33K	0.2%
Fidelity SmCap Indx	—	—	—	$31K	0.2%
Fidelity Extd Mkt Indx	—	—	—	$27K	0.2%
Nuveen Lifecycle Index 2030 - Class R6	—	—	—	$15K	<0.1%
Fed Gov Obligations Prmr Fed Gov Obligations Premier	—	—	—	$10K	<0.1%
Fidelity Intl Indx	—	—	—	$10K	<0.1%
Dodge Cox Intl Stk	—	—	—	$10K	<0.1%
GdmnnScs GQGPtnr Int 1 Oppr	—	—	—	$10K	<0.1%
GDMNSCS GQGPTNRINTLOPPR R6 MUTUAL FUND	—	—	—	$10K	<0.1%
Nationwide Retirement Plans Loomis AllCap Gr R6	—	—	—	$8K	<0.1%
Avnts Emerging Markets Equity Fund Institutional Class	—	—	—	$8K	<0.1%
AVNTS EMRG MKT EQ INST MUTUAL FUND	—	—	—	$8K	<0.1%
JP Morgan Large Cap Gr R6	—	—	—	$8K	<0.1%
JPM LGCAP GR R6 MUTUAL FUND	—	—	—	$8K	<0.1%
Avnts US LgCap Val Inst	—	—	—	$8K	<0.1%
JP Morgan Eq Inc R5	—	—	—	$8K	<0.1%
JPM EQ INC R5 MUTUAL FUND	—	—	—	$8K	<0.1%
PGIM HI YLD R6 MUTUAL FUND	—	—	—	$7K	<0.1%
PGIM High Yield R6	—	—	—	$7K	<0.1%
MFS MDCAP GR R6 MUTUAL FUND	—	—	—	$5K	<0.1%
MFS Mid Cap Growth Midcap Growth R6	—	—	—	$5K	<0.1%
DIAMOND HILL MDCAP I MUTUAL FUND	—	—	—	$5K	<0.1%
Principal Global Real Est. R6	—	—	—	$5K	<0.1%
PRNCPL GLBL REALEST R6 MUTUAL FUND	—	—	—	$5K	<0.1%
Legal & General Commodity Strategy Fund Institutional Shares	—	—	—	$4K	<0.1%
PGIM Ttl Rtn Bd R6	—	—	—	$3K	<0.1%
FID US BD INDX MUTUAL FUND	—	—	—	$2K	<0.1%
Vanguard Explr Adml	—	—	—	$2K	<0.1%
Avnts US SmCap Val Inst	—	—	—	$2K	<0.1%
BLACKROCK HIGH YIELD PORTFOLIO - CLASS K MUTUAL FUND	—	—	—	$2K	<0.1%
PIMCO Real Rtn Inst	—	—	—	$2K	<0.1%