Original filing (PDF)20251006130008NAL0002072643001

LODESTONE PACIFIC HOLDING COMPANY, INC.

Name: LODESTONE PACIFIC HOLDING COMPANY, INC. — LPHC, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LODESTONE PACIFIC HOLDING COMPANY, INC.

Form 5500

FILING_RECEIVED

LPHC, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

240

Accounts w/ balance

145

Plan assets (EOY)

$13.0M

Net assets (EOY)

$13.0M

How this plan invests

This plan

1 pooled trust

Schedule D

52 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LODESTONE PACIFIC HOLDING COMPANY, INC..

Plan sponsor

Name

LODESTONE PACIFIC HOLDING COMPANY, INC.

EIN

81-2426749

Address

4945 BOYD ROAD · ARCATA, CA · 95521

Phone

(707) 443-2791

Industry

Transportation & Warehousingsee 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

2025-10-06

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

PLATFORM CPA'S, LLP

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY	01-0233346	—	RECORDKEEPER	$0	—

Investments

52 direct securities · 1 pooled fund· $26.0M(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

$13.0M

1 holding

Other securities

$11.8M

47 holdings

Common Stock

$1.2M

2 holdings

Common Collective Trusts

$61K

3 holdings

					% of plan
JOHN HANCOCK LIFE INS CO JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 001	Pooled Separate Account	—	—	$13.0M	100.0%
(If any) Identity of Issue Investment Value John Hancock Trust Company * JH Multimanager Growth LS Pooled Separate Accounts	Other securities	—	—	$1.4M	10.6%
JH Multimanager Aggressive LS Pooled Separate Accounts	Other securities	—	—	$1.3M	9.9%
JH Multimanager Moderate LS Pooled Separate Accounts	Other securities	—	—	$1.2M	9.1%
NY Life Ins. Co. Anchor Acct Pooled Separate Accounts	Common Stock	—	—	$1.1M	8.8%
DFA US Large Company Fund Pooled Separate Accounts	Other securities	—	—	$989K	7.6%
JH Multimanager 2015 Lifetime Pooled Separate Accounts	Other securities	—	—	$978K	7.5%
DFA U.S. Small Cap Fund Pooled Separate Accounts	Other securities	—	—	$906K	7.0%
DFA US Large Cap Value Fund Pooled Separate Accounts	Other securities	—	—	$726K	5.6%
JH Multimanager 2025 Lifetime Pooled Separate Accounts	Other securities	—	—	$640K	4.9%
DFA US Targeted Value Fund Pooled Separate Accounts	Other securities	—	—	$632K	4.9%
DFA International Value Fund Pooled Separate Accounts	Other securities	—	—	$444K	3.4%
DFA International Small Cap Value Fund Pooled Separate Accounts	Other securities	—	—	$397K	3.1%
Vanguard Total Bond Market Idx Pooled Separate Accounts	Other securities	—	—	$314K	2.4%
JH Multimanager 2045 Lifetime Pooled Separate Accounts	Other securities	—	—	$275K	2.1%
JH Multimanager 2030 Lifetime Pooled Separate Accounts	Other securities	—	—	$246K	1.9%
JH Multimanager Conserv LS Pooled Separate Accounts	Other securities	—	—	$208K	1.6%
JH Multimanager Balanced LS Pooled Separate Accounts	Other securities	—	—	$201K	1.5%
DFA Five-Year Gbl Fixed-Income Pooled Separate Accounts	Other securities	—	—	$190K	1.5%
JH Multimanager 2035 Lifetime Pooled Separate Accounts	Other securities	—	—	$78K	0.6%
JH Multimanager 2040 Lifetime Pooled Separate Accounts	Other securities	—	—	$74K	0.6%
JH Multimanager 2055 Lifetime Pooled Separate Accounts	Other securities	—	—	$61K	0.5%
JH Multimanager 2060 Lifetime Pooled Separate Accounts	Other securities	—	—	$56K	0.4%
JH Multimanager 2010 Lifetime Pooled Separate Accounts	Other securities	—	—	$52K	0.4%
Vanguard Materials Index Fund Pooled Separate Accounts	Other securities	—	—	$43K	0.3%
500 Index Fund Pooled Separate Accounts	Other securities	—	—	$39K	0.3%
JH Lifetime Blend 2035 CIT Pooled Separate Accounts	Common Collective Trusts	—	—	$37K	0.3%
Vanguard Growth Index Fund Pooled Separate Accounts	Other securities	—	—	$35K	0.3%
Vanguard Energy Fund Pooled Separate Accounts	Other securities	—	—	$34K	0.3%
Invesco Global Fund Pooled Separate Accounts	Other securities	—	—	$33K	0.3%
Vanguard International Stock Pooled Separate Accounts	Other securities	—	—	$32K	0.2%
Sprott Gold Equity Fund Pooled Separate Accounts	Other securities	—	—	$28K	0.2%
Mutual Global Discovery Pooled Separate Accounts	Other securities	—	—	$26K	0.2%
JH Multimanager 2065 Lifetime Pooled Separate Accounts	Other securities	—	—	$23K	0.2%
Vanguard Value Index Fund Pooled Separate Accounts	Other securities	—	—	$23K	0.2%
JH Lifetime Blend 2030 CIT Pooled Separate Accounts	Common Collective Trusts	—	—	$22K	0.2%
JH Multimanager 2050 Lifetime Pooled Separate Accounts	Other securities	—	—	$22K	0.2%
Science & Technology Fund Pooled Separate Accounts	Other securities	—	—	$21K	0.2%
BlackRock Global Allocation Pooled Separate Accounts	Other securities	—	—	$19K	0.1%
Capital Appreciation Fund Pooled Separate Accounts	Other securities	—	—	$15K	0.1%
JPMorgan MidCap Value Fund Pooled Separate Accounts	Other securities	—	—	$14K	0.1%
American Funds New World Pooled Separate Accounts	Other securities	—	—	$11K	<0.1%
Royce Small-Cap Opportunity Pooled Separate Accounts	Common Stock	—	—	$10K	<0.1%
Real Est. Securities Fund Pooled Separate Accounts	Other securities	—	—	$6K	<0.1%
(continued) Column A Column B Column C Column E Parties In Interest Description of Current (If any) Identity of Issue Investment Value * MFS Utilities Fund Pooled Separate Accounts	Other securities	—	—	$6K	<0.1%
Columbia Contrarian Core Fund Pooled Separate Accounts	Other securities	—	—	$5K	<0.1%
Janus Henderson Gbl Life Sci Pooled Separate Accounts	Other securities	—	—	$5K	<0.1%
MainStay Income Builder Fund Pooled Separate Accounts	Other securities	—	—	$4K	<0.1%
Northern EM Equity Index Fund Pooled Separate Accounts	Other securities	—	—	$4K	<0.1%
Mid Cap Index Fund Pooled Separate Accounts	Other securities	—	—	$3K	<0.1%