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Original filing (PDF)20250925150345NAL0008659297001
LANEHART ELECTRICAL CONTRACTORS, LLC
Form 5500
FILING_RECEIVED
LANEHART ELECTRICAL CONTRACTORS, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
~85 bps in Sched C fees
Active participants
507
Accounts w/ balance
488
Plan assets (EOY)
$16.7M
Net assets (EOY)
$16.7M
How this plan invests
This plan
1 pooled trust
Schedule D
37 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
- 85 bps in Schedule C fees — 192% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LANEHART ELECTRICAL CONTRACTORS, LLC.
Plan sponsor
Name
LANEHART ELECTRICAL CONTRACTORS, LLC
EIN
76-0121360
Address
8001 JETSTAR DRIVE, SUITE 175 · IRVING, TX · 75063
Phone
(972) 721-1304
Industry
Electrical Contractors· Constructionsee 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
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA,PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | RECORDKEEPER | $32K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT CECIL JR | 43-4923457 | PLANO, TX | INVESTMENT ADVISORY | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | MONEY MANAGER | $96K | — |
| CECILCO | 75-2452820 | DALLAS, TX | ADMINISTRATOR | $14K | — |
Investments
37 direct securities · 1 pooled fund· $31.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$16.5M
37 holdings
Pooled Separate Account
$15.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NATIONWIDE QUALIFIED PLANS VAR. ACC NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4177100 / PN 009 | Pooled Separate Account | — | — | $15.0M | 89.6% | |
| Fid 500 Indx Insprm Pooled Separate Account | — | — | — | $2.3M | 13.6% | |
| Nw Fixed Select Option Guaranteed Investment Contract | — | — | — | $1.1M | 6.3% | |
| Dodgecox Intl Stk Pooled Separate Account | — | — | — | $809K | 4.8% | |
| Fid Intl Indx Pooled Separate Account | — | — | — | $803K | 4.8% | |
| Gdmnscs Gqgptnrintloppr R6 Pooled Separate Account | — | — | — | $796K | 4.8% | |
| Nw Loomis Allcap Gr R6 Pooled Separate Account | — | — | — | $746K | 4.5% | |
| Fid Us Bd Indx Pooled Separate Account | — | — | — | $716K | 4.3% | |
| Avnts Us Lgcap Val Inst Pooled Separate Account | — | — | — | $715K | 4.3% | |
| Fid Puritan Pooled Separate Account | — | — | — | $707K | 4.2% | |
| Jpm Lgcap Gr R6 Pooled Separate Account | — | — | — | $672K | 4.0% | |
| Dfa Emrg Mkts Core Eq 2 Portfolio - Inst Pooled Separate Account | — | — | — | $644K | 3.9% | |
| Jpm Eq Inc R5 Pooled Separate Account | — | — | — | $638K | 3.8% | |
| Pgim Total Return Bond Fund - Class R6 Pooled Separate Account | — | — | — | $611K | 3.7% | |
| Blackrock High Yield Portfolio - Institutio Pooled Separate Account | — | — | — | $490K | 2.9% | |
| Notes Receivable From Participants Bearing interest at 4.25%-9.50% - | — | — | — | $453K | 2.7% | |
| Prncpl Glbl Realest Inst Pooled Separate Account | — | — | — | $390K | 2.3% | |
| Mfs Mdcap Gr R6 Pooled Separate Account | — | — | — | $386K | 2.3% | |
| Mfs Gr A Pooled Separate Account | — | — | — | $381K | 2.3% | |
| Diamond Hill Mdcap I Pooled Separate Account | — | — | — | $381K | 2.3% | |
| Mfs Val A Pooled Separate Account | — | — | — | $366K | 2.2% | |
| Pimco Comdtyrealrtnstrat A Pooled Separate Account | — | — | — | $333K | 2.0% | |
| Pimco Real Rtn Inst Pooled Separate Account | — | — | — | $329K | 2.0% | |
| Blkrk Ttl Rtn Inv A Pooled Separate Account | — | — | — | $256K | 1.5% | |
| Allber Glbl Bd I Pooled Separate Account | — | — | — | $237K | 1.4% | |
| Vngrd Explr Adml Pooled Separate Account | — | — | — | $213K | 1.3% | |
| Avantis U.S. Small Cap Value Fund - Inst Pooled Separate Account | — | — | — | $210K | 1.3% | |
| Amfds Europacfc Gr R6 Pooled Separate Account | — | — | — | $190K | 1.1% | |
| Tcw Mtwst Total Return Bnd Fnd - Class Pooled Separate Account | — | — | — | $165K | 1.0% | |
| Vngrd Sm Cap Indx Fd As Pooled Separate Account | — | — | — | $159K | 1.0% | |
| Vngrd Ttl Bnd Mkt Ldx Adm Pooled Separate Account | — | — | — | $159K | 0.9% | |
| Vngrd Mid-Cap Idx Fd As Pooled Separate Account | — | — | — | $65K | 0.4% | |
| Vngrd Trgt Rtrmt 2055 Inv Pooled Separate Account | — | — | — | $62K | 0.4% | |
| Vngrd Trgt Rtrmt 2025 Inv Pooled Separate Account | — | — | — | $30K | 0.2% | |
| Vngrd Trgt Rtrmt 2045 Inv Pooled Separate Account | — | — | — | $27K | 0.2% | |
| Vngrd Ttl Intlstkindx Adml Pooled Separate Account | — | — | — | $9K | <0.1% | |
| Jpm Mdcap Val R6 Pooled Separate Account | — | — | — | $2K | <0.1% | |
| Vngrd Mdcap Gr Indx Adml Pooled Separate Account | — | — | — | $1K | <0.1% |
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