How big is LULA-Westfield, L.L.C.'s plan?

LULA-Westfield, L.L.C.'s plan reported $15.4M in assets and 127 participants for 2024.

Original filing (PDF)20251013123855NAL0000610131001

LULA-Westfield, L.L.C.

Name: LULA-Westfield, L.L.C. — LULA-Westfield, L.L.C., Form 5500 (2024)
Creator: LULA-Westfield, L.L.C.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

LULA-Westfield, L.L.C. Savings Plan

401(k) retirement plan · LULA-Westfield, L.L.C.'s LULA-Westfield, L.L.C. Savings Plan held $15.4M in plan assets for 127 participants in 2024, with Nationwide as recordkeeper.

Active participants

127

Accounts w/ balance

117

Plan assets (EOY)

$15.4M

Net assets (EOY)

$15.4M

People on this filing

Brent Blanchard signed LULA-Westfield, L.L.C.'s 2024 Form 5500 as plan administrator.

Brent Blanchard — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

LULA-Westfield, L.L.C.'s EIN is 72-1353056.

EIN 72-1353056

Plan number 001

Plan year 2024

ACK ID 20251013123855NAL0000610131001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LULA-Westfield, L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LULA-Westfield, L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LULA-WESTFIELD, L.L.C..

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How this plan invests

This plan

53 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (22nd percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Plan sponsor

Name

LULA-WESTFIELD, L.L.C.

EIN

all filings

Address

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

Phone

(985) 369-6450

Industry

Manufacturing

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

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	—	COLUMBUS, OH	NONE	$8K	—
NATIONWIDE	—	COLUMBUS, OH	NONE	$2K	—
NATIONWIDE RETIREMENT PLANS	—	COLUMBUS, OH	NONE	$1K	—

Advisor / Consultant

Investments

53 direct securities· $13.6M(88% of reported assets)

Mutual Funds

$7.0M

24 holdings

Other securities

$4.6M

25 holdings

Common Collective Trusts

$1.7M

1 holding

Bonds / Notes

$248K

1 holding

Common Stocks

$15K

2 holdings

					% of plan
Nationwide Retirement Plans Fixed Select Option	Other securities	—	—	$2.6M	16.6%
Nuveen Lifecycle Index 2035 - Class R6	Mutual Funds	—	—	$2.0M	13.2%
Fidelity 500 Index	Common Collective Trusts	—	—	$1.7M	11.1%
Nuveen Lifecycle Index 2025 - Class R6	Mutual Funds	—	—	$1.1M	7.3%
Nuveen Lifecycle Index 2045 - Class R6	Mutual Funds	—	—	$820K	5.3%
American Funds Growth American Balances R6	Mutual Funds	—	—	$623K	4.0%
JP Morgan Large Cap Val R5	Other securities	—	—	$604K	3.9%
Nuveen Lifecycle Index 2040 - Class R6	Mutual Funds	—	—	$488K	3.2%
Nuveen Lifecycle Index Retirement Income - Class R6	Mutual Funds	—	—	$485K	3.1%
Nuveen Lifecycle Index 2055 - Class R6	Mutual Funds	—	—	$468K	3.0%
Victory Pioneer Select Mid Cap Growth Fund Y	Other securities	—	—	$362K	2.3%
Nationwide Retirement Plans Cor Plus Bd R6	Other securities	—	—	$327K	2.1%
Nuveen Lifecycle Index 2060 - Class R6	Mutual Funds	—	—	$299K	1.9%
Participant loans Interest rate 5.25% to 10.50%	Bonds / Notes	—	—	$248K	1.6%
Nationwide Retirement Plans Geneva SmCapGr Inst. Svc.	Other securities	—	—	$238K	1.5%
Black Rock Health Science Oppr Inst	Other securities	—	—	$230K	1.5%
Nationwide Retirement Plans Bailard Int. Eq. R6	Other securities	—	—	$192K	1.2%
Janus Henderson SmCap Val N	Mutual Funds	—	—	$134K	0.9%
Vanguard Selected Value Inv.	Mutual Funds	—	—	$122K	0.8%
Nuveen Lifecycle Index 2010 - Class R6	Mutual Funds	—	—	$95K	0.6%
Nuveen Lifecycle Index 2015 - Class R6	Mutual Funds	—	—	$88K	0.6%
Nuveen Lifecycle Index 2020 - Class R6	Mutual Funds	—	—	$79K	0.5%
Nuveen Lifecycle Index 2050 - Class R6	Mutual Funds	—	—	$35K	0.2%
Nuveen Real Estate Fund Real Estate Securities Fund - Class R6	Mutual Funds	—	—	$33K	0.2%
Fidelity SmCap Indx	Mutual Funds	—	—	$31K	0.2%
Fidelity Extd Mkt Indx	Mutual Funds	—	—	$27K	0.2%
Nuveen Lifecycle Index 2030 - Class R6	Mutual Funds	—	—	$15K	<0.1%
Fed Gov Obligations Prmr Fed Gov Obligations Premier	Other securities	—	—	$10K	<0.1%
Dodge Cox Intl Stk	Mutual Funds	—	—	$10K	<0.1%
GDMNSCS GQGPTNRINTLOPPR R6 MUTUAL FUND	Other securities	—	—	$10K	<0.1%
GdmnnScs GQGPtnr Int 1 Oppr	Other securities	—	—	$10K	<0.1%
Nationwide Retirement Plans Loomis AllCap Gr R6	Other securities	—	—	$8K	<0.1%
Avnts Emerging Markets Equity Fund Institutional Class	Other securities	—	—	$8K	<0.1%
AVNTS EMRG MKT EQ INST MUTUAL FUND	Other securities	—	—	$8K	<0.1%
JPM LGCAP GR R6 MUTUAL FUND	Other securities	—	—	$8K	<0.1%
JP Morgan Large Cap Gr R6	Other securities	—	—	$8K	<0.1%
Avnts US LgCap Val Inst	Other securities	—	—	$8K	<0.1%
JPM EQ INC R5 MUTUAL FUND	Common Stocks	—	—	$8K	<0.1%
JP Morgan Eq Inc R5	Common Stocks	—	—	$8K	<0.1%
PGIM HI YLD R6 MUTUAL FUND	Other securities	—	—	$7K	<0.1%
PGIM High Yield R6	Other securities	—	—	$7K	<0.1%
MFS Mid Cap Growth Midcap Growth R6	Mutual Funds	—	—	$5K	<0.1%
MFS MDCAP GR R6 MUTUAL FUND	Mutual Funds	—	—	$5K	<0.1%
Black Rock Tl 1 Rtn K 535 Diamond Hill Md Cap I	Other securities	—	—	$5K	<0.1%
Principal Global Real Est. R6	Other securities	—	—	$5K	<0.1%
PRNCPL GLBL REALEST R6 MUTUAL FUND	Other securities	—	—	$5K	<0.1%
LEGAL & GENERAL COMMODITY STRAT FD INSTL MUTUAL FUND	Other securities	—	—	$4K	<0.1%
PGIM Ttl Rtn Bd R6	Other securities	—	—	$3K	<0.1%
FID US BD INDX MUTUAL FUND	Mutual Funds	—	—	$2K	<0.1%
Vanguard Explr Adml	Mutual Funds	—	—	$2K	<0.1%