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Original filing (PDF)20250923094655NAL0006205121001
LONE STAR COMMUNICATIONS, INC.
Form 5500
FILING_RECEIVED
LONE STAR COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
227
Accounts w/ balance
257
Plan assets (EOY)
$19.1M
Net assets (EOY)
$19.1M
How this plan invests
This plan
11 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Knocking points off
- 45 bps in Schedule C fees — 56% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LONE STAR COMMUNICATIONS, INC..
Plan sponsor
Name
LONE STAR COMMUNICATIONS, INC.
EIN
75-2392905
Address
1414 POST AND PADDOCK ST · GRAND PRAIRE, TX · 75050
Phone
(501) 404-6246
Industry
Professional & Technical Servicessee all
Plan administrator
Name
THE FINWAY GROUP, LLC
EIN
42-1468222
City
WEST DES MOINES, IA
Phone
(515) 226-0974
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SUTTON, FROST, CARY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEACON POINTE ADVISORS LLC | — | GREENSBORO, NC | INVESTMENT ADVISOR | $26K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE FINWAY GROUP LLC | — | WEST DES MOINES, IA | CONTRACT ADMIN | $44K | — |
Investments
21 direct securities · 11 pooled funds· $18.3M(96% 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.
Common Collective Trust
$14.5M
11 holdings
Uncategorized
$3.8M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $2.8M | 14.5% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $2.4M | 12.7% | |
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $2.4M | 12.6% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $1.9M | 10.1% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $1.9M | 10.1% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699608 / PN 086 | Common Collective Trust | — | — | $930K | 4.9% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $801K | 4.2% | |
| Great-West Life & Annuity Series Class VI Fund | — | — | — | $705K | 3.7% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $704K | 3.7% | |
| Participant Notes receivable from participants with interest rates at 4.25% to 9.5%, generally due through 2029. | — | — | — | $598K | 3.1% | |
| Vanguard Wellington Admiral Fund | — | — | — | $563K | 2.9% | |
| Vanguard Equity-Income Admiral Fund | — | — | — | $548K | 2.9% | |
| Vanguard 500 Index Admiral Fund | — | — | — | $443K | 2.3% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $389K | 2.0% | |
| AMERICAN CENTURY RD HYBRID 2065 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $197K | 1.0% | |
| American Century Investments Growth R6 Fund | — | — | — | $146K | 0.8% | |
| American Funds New World R6 Fund | — | — | — | $127K | 0.7% | |
| Fidelity International Index Fund | — | — | — | $127K | 0.7% | |
| Dodge & Cox Income Fund | — | — | — | $119K | 0.6% | |
| Fidelity Mid Cap Index Fund | — | — | — | $106K | 0.6% | |
| Fidelity Small Cap Index Fund | — | — | — | $67K | 0.3% | |
| Charles Schwab Treasury Inflation-Protected Secs Index Fund | — | — | — | $61K | 0.3% | |
| American Funds Europacific GR R6 Fund | — | — | — | $53K | 0.3% | |
| Pimco Income Institutional Fund | — | — | — | $26K | 0.1% | |
| Dimensional Fund Advisors World ex US Government Fixed Income Institutional Fund | — | — | — | $23K | 0.1% | |
| Fidelity Real Estate Investment Portfolio Fund | — | — | — | $21K | 0.1% | |
| American Funds Bond Fund of America R5E | — | — | — | $19K | <0.1% | |
| Lord Abbett High Yield Class R6 Fund | — | — | — | $17K | <0.1% | |
| American Funds US Government SEC R6 Fund | — | — | — | $17K | <0.1% | |
| Macquarie Mid Cap Growth R6 Fund | — | — | — | $9K | <0.1% | |
| MFS Investment Management Mid Cap Value R6 Fund | — | — | — | $6K | <0.1% | |
| GALLIARD STABLE RETURN FUND M WELLS FARGO MUTUAL FUNDS · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |