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Original filing (PDF)20251013114902NAL0001871408001
LONGBOW INDUSTRIES
Form 5500
FILING_RECEIVED
LPR CONSTRUCTION CO. PROFIT SHARING PLAN WITH 401(K) ARRANGEMENT
401(k) retirement plan
Active participants
322
Accounts w/ balance
173
Plan assets (EOY)
$18.5M
Net assets (EOY)
$18.5M
How this plan invests
This plan
11 pooled trusts
Schedule D
27 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
100
Total plan cost
80
Vendor stack
100
Participation health
80
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
- 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 LONGBOW INDUSTRIES.
Plan sponsor
Name
LONGBOW INDUSTRIES
EIN
81-3931813
Address
1171 DES MOINES AVE · LOVELAND, CO · 80537
Phone
(970) 663-2233
Industry
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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAP FINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISOR | $36K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $17K | — |
Investments
20 direct securities · 11 pooled funds· $21.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$14.1M
20 holdings
Common Collective Trust
$7.2M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund | — | — | — | $2.6M | 13.9% | |
| NT S&P 500 IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $2.3M | 12.5% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $2.0M | 10.5% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.9M | 10.2% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.4M | 7.4% | |
| Harbor Funds Capital Appreciation Fund | — | — | — | $1.1M | 6.2% | |
| HARBOR CAP APPR R HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $1.1M | 6.2% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $891K | 4.8% | |
| Northern Trust Extended Equity Market Index Fund | — | — | — | $765K | 4.1% | |
| NT EXT MKT IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $765K | 4.1% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $701K | 3.8% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $663K | 3.6% | |
| through January 2034 - | — | — | — | $654K | 3.5% | |
| Northern Trust All Country World ex-US Investable Market Index Fund | — | — | — | $601K | 3.2% | |
| NT ACWI EX US IMI 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $601K | 3.2% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $448K | 2.4% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $434K | 2.3% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $406K | 2.2% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $289K | 1.6% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $258K | 1.4% | |
| MFS LRG CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $242K | 1.3% | |
| Various Self-directed brokerage account investments | — | — | — | $176K | 0.9% | |
| Northern Trust Aggregate Bond Index Fund | — | — | — | $170K | 0.9% | |
| NT AGGR BD IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $170K | 0.9% | |
| Fidelity Money market fund - Government Money Market Fund | — | — | — | $143K | 0.8% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $139K | 0.7% | |
| Allspring Special Small-Cap Value Fund | — | — | — | $116K | 0.6% | |
| Principal Small-Cap Growth Fund | — | — | — | $81K | 0.4% | |
| Vanguard Target Retirement Fund | — | — | — | $46K | 0.2% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $42K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $40K | 0.2% |
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