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Original filing (PDF)20250731021032NAL0009583938001
LANVERA, LTD.
Form 5500
FILING_RECEIVED
LANVERA, LTD. 401(K) PLAN
401(k) retirement plan
Active participants
97
Accounts w/ balance
132
Plan assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
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 (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
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 LANVERA, LTD..
Plan sponsor
Name
LANVERA, LTD.
EIN
75-2825748
Address
112 WRANGLER DR., SUITE 150 · COPPELL, TX · 75019
Phone
(972) 488-6400
Industry
Professional & Technical Servicessee 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
2025-07-31
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)
Auditor
GARRETY AND ASSOCIATES CPA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID GOVT MMKT Mutual funds N/A | — | — | — | $1.9M | 13.3% | |
| FID FREEDOM 2040 K Mutual funds N/A | — | — | — | $1.6M | 11.4% | |
| FID FREEDOM 2035 K Mutual funds N/A | — | — | — | $1.4M | 10.2% | |
| FID BALANCED Mutual funds N/A | — | — | — | $1.1M | 7.7% | |
| FID 500 INDEX Mutual funds N/A | — | — | — | $968K | 6.9% | |
| FID FREEDOM 2045 K Mutual funds N/A | — | — | — | $749K | 5.3% | |
| FID FREEDOM 2050 K Mutual funds N/A | — | — | — | $683K | 4.9% | |
| FID FREEDOM 2025 K Mutual funds N/A | — | — | — | $589K | 4.2% | |
| FID FREEDOM 2060 K Mutual funds N/A | — | — | — | $512K | 3.7% | |
| FID FREEDOM 2030 K Mutual funds N/A | — | — | — | $510K | 3.6% | |
| FID FREEDOM 2055 K Mutual funds N/A | — | — | — | $345K | 2.5% | |
| FID FREEDOM 2065 K Mutual funds N/A | — | — | — | $243K | 1.7% | |
| FID CONTRAFUND Mutual funds N/A | — | — | — | $237K | 1.7% | |
| Notes receivable participants bearing interest at various rates - | — | — | — | $217K | 1.5% | |
| FID FOCUSED STOCK Mutual funds N/A | — | — | — | $161K | 1.2% | |
| FID CAPITAL APPREC Mutual funds N/A | — | — | — | $155K | 1.1% | |
| FID TOTAL MKT IDX Mutual funds N/A | — | — | — | $125K | 0.9% | |
| FID SEL TECHNOLOGY Mutual funds N/A | — | — | — | $96K | 0.7% | |
| FID ASSET MGR 85% Mutual funds N/A | — | — | — | $95K | 0.7% | |
| FID CAPITAL & INCOME Mutual funds N/A | — | — | — | $88K | 0.6% | |
| FID SEL BIOTECH Mutual funds N/A | — | — | — | $78K | 0.6% | |
| FID INTL CAP APPREC Mutual funds N/A | — | — | — | $78K | 0.6% | |
| FID LEVERGD CO STK Mutual funds N/A | — | — | — | $77K | 0.6% | |
| FID INTL DISCOVERY Mutual funds N/A | — | — | — | $72K | 0.5% | |
| FID PURITAN Mutual funds N/A | — | — | — | $72K | 0.5% | |
| FID INTL INDEX Mutual funds N/A | — | — | — | $71K | 0.5% | |
| ABF LG CAP VAL INV Mutual funds N/A | — | — | — | $70K | 0.5% | |
| FID EXTD MKT IDX Mutual funds N/A | — | — | — | $61K | 0.4% | |
| FID SEL ENERGY Mutual funds N/A | — | — | — | $56K | 0.4% | |
| FID PACIFIC BASIN Mutual funds N/A | — | — | — | $55K | 0.4% | |
| FID INFL PR BD IDX Mutual funds N/A | — | — | — | $52K | 0.4% | |
| FID NATURAL RES Mutual funds N/A | — | — | — | $46K | 0.3% | |
| FID WORLDWIDE Mutual funds N/A | — | — | — | $44K | 0.3% | |
| FID US BOND IDX Mutual funds N/A | — | — | — | $40K | 0.3% | |
| FID FREEDOM 2020 K Mutual funds N/A | — | — | — | $37K | 0.3% | |
| FID MID CAP STOCK Mutual funds N/A | — | — | — | $34K | 0.2% | |
| FID SEL HEALTHCARE Mutual funds N/A | — | — | — | $33K | 0.2% | |
| HNSY CS MD CP 30 INV Mutual funds N/A | — | — | — | $28K | 0.2% | |
| VRS SMALL CAP GRTH A Mutual funds N/A | — | — | — | $27K | 0.2% | |
| FID TELECOM & UTIL Mutual funds N/A | — | — | — | $26K | 0.2% | |
| FID FIDELITY FUND Mutual funds N/A | — | — | — | $26K | 0.2% | |
| FID JAPAN Mutual funds N/A 559 * FID EMERGING ASIA Mutual funds N/A | — | — | — | $25K | 0.2% | |
| FID CONVERTIBLE SEC Mutual funds N/A | — | — | — | $22K | 0.2% | |
| FIDELITY FINANCIALS Mutual funds N/A | — | — | — | $17K | 0.1% | |
| FID SEL BROKERAGE Mutual funds N/A | — | — | — | $14K | 0.1% | |
| FID SMALL CAP STOCK Mutual funds N/A | — | — | — | $14K | 0.1% | |
| FID SEL HTH CARE SVC Mutual funds N/A 51 * FID SEL CONSTR/HOUSE Mutual funds N/A | — | — | — | $14K | 0.1% | |
| FID SEL UTILITIES Mutual funds N/A | — | — | — | $12K | <0.1% | |
| FID SMALL CAP VALUE Mutual funds N/A | — | — | — | $11K | <0.1% | |
| FID SEL GOLD Mutual funds N/A | — | — | — | $10K | <0.1% | |
| FID SEL INDUSTRIALS Mutual funds N/A | — | — | — | $10K | <0.1% | |
| VRS PARTNERS A Mutual funds N/A | — | — | — | $8K | <0.1% | |
| FID STKSEL LGCAP VAL Mutual funds N/A | — | — | — | $7K | <0.1% | |
| FID SEL PHARMACEUTCL Mutual funds N/A | — | — | — | $7K | <0.1% | |
| FID STK SEL SM CAP Mutual funds N/A | — | — | — | $7K | <0.1% | |
| FID REAL ESTATE INVS Mutual funds N/A | — | — | — | $5K | <0.1% | |
| FID CANADA Mutual funds N/A | — | — | — | $5K | <0.1% | |
| FID SEL SOFTWARE Mutual funds N/A | — | — | — | $5K | <0.1% | |
| FID SEL CHEMICALS Mutual funds N/A | — | — | — | $4K | <0.1% | |
| FIDELITY GOVT INCOME Mutual funds N/A | — | — | — | $2K | <0.1% |