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Original filing (PDF)20251003105832NAL0001292785001
LECS, LTD.
Form 5500
FILING_RECEIVED
LECS, LTD. 401(K) PLAN
401(k) retirement plan
Signals · 2
31% in single holdingNo recordkeeper disclosed
Active participants
275
Accounts w/ balance
148
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
85
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "DFA US Core Equity 2" is 31% of plan.
- No recordkeeper disclosed on Schedule C.
- 54% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LECS, LTD..
Plan sponsor
Name
LECS, LTD.
EIN
76-0318808
Address
11226 JONES ROAD W · HOUSTON, TX · 77065
Phone
(281) 897-9775
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
2025-10-03
Pension benefit codes
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)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MILLER GROSSBARD ADVISORS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TFO-TDC, LLC | — | MAUMEE, OH | FINANCIAL ADVISOR | $16K | — |
Investments
24 direct securities· $3.6M(93% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DFA US Core Equity 2 | — | 28,886 | — | $1.1M | 28.9% | |
| Vanguard Total Bond Mk Index Admin | — | 75,431 | — | $715K | 18.5% | |
| DFA International Core Equity | — | 36,875 | — | $569K | 14.7% | |
| DFA Emerging Market Core Eq. | — | 8,193 | — | $191K | 4.9% | |
| Nuveen Large-Cap Gr Index Institutional | — | 2,484 | — | $166K | 4.3% | |
| Vanguard Target Retirement 2025 | — | 6,058 | — | $113K | 2.9% | |
| Vanguard Target Retirement 2035 | — | 4,578 | — | $110K | 2.8% | |
| Vanguard Target Retirement 2030 | — | 2,596 | — | $98K | 2.5% | |
| Vanguard Real Estate Ind Fund Admi Sh | — | 765 | — | $97K | 2.5% | |
| Vanguard Target Retirement 2020 | — | 3,190 | — | $84K | 2.2% | |
| Vanguard Target Retirement 2060 | — | 1,582 | — | $81K | 2.1% | |
| Vanguard Target Retirement 2050 | — | 1,461 | — | $73K | 1.9% | |
| Vanguard Target Retirement 2065 | — | 1,900 | — | $64K | 1.7% | |
| Vanguard Target Retirement 2045 | — | 1,988 | — | $59K | 1.5% | |
| Vanguard Target Retirement 2040 | — | 1,112 | — | $48K | 1.2% | |
| Vanguard Developed Mkts Index Admin | — | 471 | — | $7K | 0.2% | |
| Fidelity 500 Index | — | 18 | — | $4K | <0.1% | |
| Vanguard Target Retirement 2055 | — | 41 | — | $2K | <0.1% | |
| Vanguard Short-Term Bond Index Admin | — | 28 | — | $280 | <0.1% | |
| Vanguard Small Cap Val Index Adm | — | 2 | — | $154 | <0.1% | |
| Vanguard Value Index Adm | — | 1 | — | $49 | <0.1% | |
| Vanguard Small Cap Index Adm | — | 1 | — | $46 | <0.1% | |
| Vanguard Federal Money Market | — | 43 | — | $43 | <0.1% | |
| DFA International Real Estate | — | 10 | — | $31 | <0.1% |