How big is Lanvera, Ltd.'s plan?

Lanvera, Ltd.'s plan reported $14.0M in assets and 97 participants for 2024.

Original filing (PDF)20250731021032NAL0009583938001

Lanvera, Ltd.

Name: Lanvera, Ltd. — Lanvera, Ltd. 401(k) Plan, Form 5500 (2024)
Creator: Lanvera, Ltd.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lanvera, Ltd. 401(k) Plan

401(k) retirement plan · Lanvera, Ltd.'s Lanvera, Ltd. 401(k) Plan held $14.0M in plan assets for 97 participants in 2024, with Fidelity as recordkeeper.

Active participants

Accounts w/ balance

132

Plan assets (EOY)

$14.0M

Net assets (EOY)

$14.0M

Plan identifiers

Lanvera, Ltd.'s EIN is 75-2825748.

EIN 75-2825748

Plan number 001

Plan year 2024

ACK ID 20250731021032NAL0009583938001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lanvera, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lanvera, Ltd.'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 LANVERA, LTD..

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How this plan invests

This plan

60 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

Plan sponsor

Name

LANVERA, LTD.

EIN

all filings

Address

112 WRANGLER DR., SUITE 150 · COPPELL, TX · 75019

Phone

(972) 488-6400

Industry

Professional & Technical Services

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

2025-07-31

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)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS	04-2882358	BOSTON, MA	RECORDK, OVERNIGHT, LOAN	$10K	—

Investments

60 direct securities· $13.0M(93% of reported assets)

Mutual Funds

$11.4M

50 holdings

Common Collective Trusts

$1.2M

5 holdings

Other securities

$350K

5 holdings

					% of plan
FID GOVT MMKT Mutual funds N/A	Mutual Funds	—	—	$1.9M	13.3%
FID FREEDOM 2040 K Mutual funds N/A	Mutual Funds	—	—	$1.6M	11.4%
FID FREEDOM 2035 K Mutual funds N/A	Mutual Funds	—	—	$1.4M	10.2%
FID BALANCED Mutual funds N/A	Mutual Funds	—	—	$1.1M	7.7%
FID 500 INDEX Mutual funds N/A	Common Collective Trusts	—	—	$968K	6.9%
FID FREEDOM 2045 K Mutual funds N/A	Mutual Funds	—	—	$749K	5.3%
FID FREEDOM 2050 K Mutual funds N/A	Mutual Funds	—	—	$683K	4.9%
FID FREEDOM 2025 K Mutual funds N/A	Mutual Funds	—	—	$589K	4.2%
FID FREEDOM 2060 K Mutual funds N/A	Mutual Funds	—	—	$512K	3.7%
FID FREEDOM 2030 K Mutual funds N/A	Mutual Funds	—	—	$510K	3.6%
FID FREEDOM 2055 K Mutual funds N/A	Mutual Funds	—	—	$345K	2.5%
FID FREEDOM 2065 K Mutual funds N/A	Mutual Funds	—	—	$243K	1.7%
FID CONTRAFUND Mutual funds N/A	Mutual Funds	—	—	$237K	1.7%
Notes receivable participants bearing interest at various rates -	Other securities	—	—	$217K	1.5%
FID FOCUSED STOCK Mutual funds N/A	Mutual Funds	—	—	$161K	1.2%
FID CAPITAL APPREC Mutual funds N/A	Mutual Funds	—	—	$155K	1.1%
FID TOTAL MKT IDX Mutual funds N/A	Common Collective Trusts	—	—	$125K	0.9%
FID SEL TECHNOLOGY Mutual funds N/A	Mutual Funds	—	—	$96K	0.7%
FID ASSET MGR 85% Mutual funds N/A	Mutual Funds	—	—	$95K	0.7%
FID CAPITAL & INCOME Mutual funds N/A	Mutual Funds	—	—	$88K	0.6%
FID SEL BIOTECH Mutual funds N/A	Mutual Funds	—	—	$78K	0.6%
FID INTL CAP APPREC Mutual funds N/A	Mutual Funds	—	—	$78K	0.6%
FID LEVERGD CO STK Mutual funds N/A	Mutual Funds	—	—	$77K	0.6%
FID INTL DISCOVERY Mutual funds N/A	Mutual Funds	—	—	$72K	0.5%
FID PURITAN Mutual funds N/A	Mutual Funds	—	—	$72K	0.5%
FID INTL INDEX Mutual funds N/A	Mutual Funds	—	—	$71K	0.5%
ABF LG CAP VAL INV Mutual funds N/A	Other securities	—	—	$70K	0.5%
FID EXTD MKT IDX Mutual funds N/A	Common Collective Trusts	—	—	$61K	0.4%
FID SEL ENERGY Mutual funds N/A	Mutual Funds	—	—	$56K	0.4%
FID PACIFIC BASIN Mutual funds N/A	Mutual Funds	—	—	$55K	0.4%
FID INFL PR BD IDX Mutual funds N/A	Common Collective Trusts	—	—	$52K	0.4%
FID NATURAL RES Mutual funds N/A	Mutual Funds	—	—	$46K	0.3%
FID WORLDWIDE Mutual funds N/A	Mutual Funds	—	—	$44K	0.3%
FID US BOND IDX Mutual funds N/A	Common Collective Trusts	—	—	$40K	0.3%
FID FREEDOM 2020 K Mutual funds N/A	Mutual Funds	—	—	$37K	0.3%
FID MID CAP STOCK Mutual funds N/A	Mutual Funds	—	—	$34K	0.2%
FID SEL HEALTHCARE Mutual funds N/A	Mutual Funds	—	—	$33K	0.2%
HNSY CS MD CP 30 INV Mutual funds N/A	Other securities	—	—	$28K	0.2%
VRS SMALL CAP GRTH A Mutual funds N/A	Other securities	—	—	$27K	0.2%
FID TELECOM & UTIL Mutual funds N/A	Mutual Funds	—	—	$26K	0.2%
FID FIDELITY FUND Mutual funds N/A	Mutual Funds	—	—	$26K	0.2%
FID JAPAN Mutual funds N/A 559 * FID EMERGING ASIA Mutual funds N/A	Mutual Funds	—	—	$25K	0.2%
FID CONVERTIBLE SEC Mutual funds N/A	Mutual Funds	—	—	$22K	0.2%
FIDELITY FINANCIALS Mutual funds N/A	Mutual Funds	—	—	$17K	0.1%
FID SEL BROKERAGE Mutual funds N/A	Mutual Funds	—	—	$14K	0.1%
FID SMALL CAP STOCK Mutual funds N/A	Mutual Funds	—	—	$14K	0.1%
FID SEL HTH CARE SVC Mutual funds N/A 51 * FID SEL CONSTR/HOUSE Mutual funds N/A	Mutual Funds	—	—	$14K	0.1%
FID SEL UTILITIES Mutual funds N/A	Mutual Funds	—	—	$12K	<0.1%
FID SMALL CAP VALUE Mutual funds N/A	Mutual Funds	—	—	$11K	<0.1%
FID SEL GOLD Mutual funds N/A	Mutual Funds	—	—	$10K	<0.1%