How big is Lanehart Electrical Contractors, LLC's plan?

Lanehart Electrical Contractors, LLC's plan reported $16.7M in assets and 507 participants for 2024.

Original filing (PDF)20250925150345NAL0008659297001

Lanehart Electrical Contractors, LLC

Name: Lanehart Electrical Contractors, LLC — Lanehart, Form 5500 (2024)
Creator: Lanehart Electrical Contractors, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lanehart Electrical Contractors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Lanehart Electrical Contractors, LLC's Lanehart Electrical Contractors, LLC 401(k) Profit Sharing Plan held $16.7M in plan assets for 507 participants in 2024, with Nationwide as recordkeeper.

Signals · 2

Corrective distributions issued~85 bps in Sched C fees

Active participants

507

Accounts w/ balance

488

Plan assets (EOY)

$16.7M

Net assets (EOY)

$16.7M

People on this filing

Tasha Berry signed Lanehart Electrical Contractors, LLC's 2024 Form 5500 as plan administrator.

Tasha Berry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lanehart Electrical Contractors, LLC's EIN is 76-0121360.

EIN 76-0121360

Plan number 001

Plan year 2024

ACK ID 20250925150345NAL0008659297001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lanehart Electrical Contractors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lanehart Electrical Contractors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LANEHART ELECTRICAL CONTRACTORS, LLC.

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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

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (11th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).
Bottom-decile employer contributions per participant (9th percentile).

Plan sponsor

Name

LANEHART ELECTRICAL CONTRACTORS, LLC

EIN

all filings

Address

8001 JETSTAR DRIVE, SUITE 175 · IRVING, TX · 75063

Phone

(972) 721-1304

Industry

Electrical Contractors· Construction

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	31-4156830	COLUMBUS, OH	RECORDKEEPER	$32K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ROBERT CECIL JR	43-4923457	PLANO, TX	INVESTMENT ADVISORY	$0	—

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.

Pooled Separate Account

$15.0M

1 holding

Pooled Separate Accounts

$15.0M

35 holdings

Stable Value

$1.1M

1 holding

Bonds / Notes

$453K

1 holding

					% 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	Pooled Separate Accounts	—	—	$2.3M	13.6%
Nw Fixed Select Option Guaranteed Investment Contract	Stable Value	—	—	$1.1M	6.3%
Dodgecox Intl Stk Pooled Separate Account	Pooled Separate Accounts	—	—	$809K	4.8%
Fid Intl Indx Pooled Separate Account	Pooled Separate Accounts	—	—	$803K	4.8%
Gdmnscs Gqgptnrintloppr R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$796K	4.8%
Nw Loomis Allcap Gr R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$746K	4.5%
Fid Us Bd Indx Pooled Separate Account	Pooled Separate Accounts	—	—	$716K	4.3%
Avnts Us Lgcap Val Inst Pooled Separate Account	Pooled Separate Accounts	—	—	$715K	4.3%
Fid Puritan Pooled Separate Account	Pooled Separate Accounts	—	—	$707K	4.2%
Jpm Lgcap Gr R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$672K	4.0%
Dfa Emrg Mkts Core Eq 2 Portfolio - Inst Pooled Separate Account	Pooled Separate Accounts	—	—	$644K	3.9%
Jpm Eq Inc R5 Pooled Separate Account	Pooled Separate Accounts	—	—	$638K	3.8%
Pgim Total Return Bond Fund - Class R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$611K	3.7%
Blackrock High Yield Portfolio - Institutio Pooled Separate Account	Pooled Separate Accounts	—	—	$490K	2.9%
Notes Receivable From Participants Bearing interest at 4.25%-9.50% -	Bonds / Notes	—	—	$453K	2.7%
Prncpl Glbl Realest Inst Pooled Separate Account	Pooled Separate Accounts	—	—	$390K	2.3%
Mfs Mdcap Gr R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$386K	2.3%
Mfs Gr A Pooled Separate Account	Pooled Separate Accounts	—	—	$381K	2.3%
Diamond Hill Mdcap I Pooled Separate Account	Pooled Separate Accounts	—	—	$381K	2.3%
Mfs Val A Pooled Separate Account	Pooled Separate Accounts	—	—	$366K	2.2%
Pimco Comdtyrealrtnstrat A Pooled Separate Account	Pooled Separate Accounts	—	—	$333K	2.0%
Pimco Real Rtn Inst Pooled Separate Account	Pooled Separate Accounts	—	—	$329K	2.0%
Blkrk Ttl Rtn Inv A Pooled Separate Account	Pooled Separate Accounts	—	—	$256K	1.5%
Allber Glbl Bd I Pooled Separate Account	Pooled Separate Accounts	—	—	$237K	1.4%
Vngrd Explr Adml Pooled Separate Account	Pooled Separate Accounts	—	—	$213K	1.3%
Avantis U.S. Small Cap Value Fund - Inst Pooled Separate Account	Pooled Separate Accounts	—	—	$210K	1.3%
Amfds Europacfc Gr R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$190K	1.1%
Tcw Mtwst Total Return Bnd Fnd - Class Pooled Separate Account	Pooled Separate Accounts	—	—	$165K	1.0%
Vngrd Sm Cap Indx Fd As Pooled Separate Account	Pooled Separate Accounts	—	—	$159K	1.0%
Vngrd Ttl Bnd Mkt Ldx Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$159K	0.9%
Vngrd Mid-Cap Idx Fd As Pooled Separate Account	Pooled Separate Accounts	—	—	$65K	0.4%
Vngrd Trgt Rtrmt 2055 Inv Pooled Separate Account	Pooled Separate Accounts	—	—	$62K	0.4%
Vngrd Trgt Rtrmt 2025 Inv Pooled Separate Account	Pooled Separate Accounts	—	—	$30K	0.2%
Vngrd Trgt Rtrmt 2045 Inv Pooled Separate Account	Pooled Separate Accounts	—	—	$27K	0.2%
Vngrd Ttl Intlstkindx Adml Pooled Separate Account	Pooled Separate Accounts	—	—	$9K	<0.1%
Jpm Mdcap Val R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%
Vngrd Mdcap Gr Indx Adml Pooled Separate Account	Pooled Separate Accounts	—	—	$1K	<0.1%