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Original filing (PDF)20250731092629NAL0005811905001
LOCATION SERVICES, LLC
Form 5500
FILING_RECEIVED
LOCATION SERVICES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
456
Accounts w/ balance
320
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (8 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOCATION SERVICES, LLC.
Plan sponsor
Name
LOCATION SERVICES, LLC
EIN
82-2024973
Address
9190 PRIORITY WAY WEST DRIVE, · SUITE 300 · INDIANAPOLIS, IN · 46240
Phone
(800) 588-0097
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-07-31
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
THE AMERICAN AUDITORS GROUP,LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $6K | — |
Investments
22 direct securities· $7.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $932K | 12.3% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $916K | 12.1% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $889K | 11.7% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $823K | 10.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $687K | 9.1% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $470K | 6.2% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $461K | 6.1% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $367K | 4.8% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $314K | 4.2% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $301K | 4.0% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $245K | 3.2% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $179K | 2.4% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $173K | 2.3% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $166K | 2.2% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $140K | 1.8% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $113K | 1.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $103K | 1.4% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $92K | 1.2% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $87K | 1.1% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $38K | 0.5% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $37K | 0.5% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $37K | 0.5% |
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