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Original filing (PDF)20250929104056NAL0017700162001
M. LIPSITZ & CO., LTD.
Form 5500
FILING_RECEIVED
LIPSITZ INDUSTRIES EMPLOYEES PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
45% in single holding
Active participants
234
Accounts w/ balance
249
Plan assets (EOY)
$19.5M
Net assets (EOY)
$19.5M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
78
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "or similar party rate of interest, collateral, par or maturity value Value ** JP Morgan JPMorgan Investor Conservative Growth" is 45% of plan.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for M. LIPSITZ & CO., LTD..
Plan sponsor
Name
M. LIPSITZ & CO., LTD.
EIN
74-1474940
Address
100 ELM STREET · WACO, TX · 76704
Phone
(254) 756-6661
Industry
Wholesale Tradesee 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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PATTILLO, BROWN & HILL, L.L.P
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 13-2624428 | SANTA BARBARA, CA | INVESTMENT ADVISOR | $5K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NA NA | 13-2624428 | WACO, TX | AUDITOR | $6K | — |
Investments
23 direct securities · 1 pooled fund· $19.0M(97% 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
$18.3M
23 holdings
Common Collective Trust
$743K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| similar party rate of interest, collateral, par or maturity value ** JP Morgan JPMorgan Investor Conservative Growth | — | — | — | $8.5M | 43.3% | |
| JP Morgan Vanguard 500 Index Fund - Admiral | — | — | — | $1.6M | 8.0% | |
| JP Morgan JPMorgan Smart Retirement 2030 | — | — | — | $1.4M | 7.1% | |
| JP Morgan Virtus Kar Small-Cap Growth | — | — | — | $1.3M | 6.5% | |
| JP Morgan JPMorgan Smart Retirement 2040 | — | — | — | $1.1M | 5.8% | |
| JP Morgan Vanguard Mid-Cap Index ADM | — | — | — | $850K | 4.3% | |
| JP Morgan JPMorgan Smart Retirement 2020 | — | — | — | $800K | 4.1% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $743K | 3.8% | |
| JP Morgan JPMorgan Smart Retirement 2050 | — | — | — | $727K | 3.7% | |
| JP Morgan MFS International Diversification | — | — | — | $303K | 1.6% | |
| JP Morgan JPMorgan Smart Retirement 2060 | — | — | — | $281K | 1.4% | |
| JP Morgan PIMCO Income Instl | — | — | — | $189K | 1.0% | |
| JP Morgan Vanguard Total Intl Stock Index Admiral | — | — | — | $180K | 0.9% | |
| JP Morgan JPMorgan Smart Retirement Income | — | — | — | $173K | 0.9% | |
| JP Morgan DFA Inflation Protected Securities | — | — | — | $163K | 0.8% | |
| JP Morgan JPMorgan Smart Retirement 2035 | — | — | — | $159K | 0.8% | |
| JP Morgan JPMorgan Smart Retirement 2045 | — | — | — | $151K | 0.8% | |
| JP Morgan PGIM Total Return Bond | — | — | — | $119K | 0.6% | |
| JP Morgan American Funds Washington Mutual R6 | — | — | — | $110K | 0.6% | |
| JP Morgan JPMorgan Smart Retirement 2025 | — | — | — | $83K | 0.4% | |
| JP Morgan MFS Growth | — | — | — | $66K | 0.3% | |
| JP Morgan DFA US Targeted Value | — | — | — | $62K | 0.3% | |
| JP Morgan JPMorgan Smart Retirement 2055 | — | — | — | $27K | 0.1% | |
| JP Morgan Cohen & Steers Real Estate Securities Z | — | — | — | $4K | <0.1% |
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