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Original filing (PDF)20260128175558NAL0003592705001
LUDVIK ELECTRIC CO.
Form 5500
FILING_RECEIVED
LUDVIK ELECTRIC CO. 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.4 mo
Active participants
197
Accounts w/ balance
463
Plan assets (EOY)
$22.7M
Net assets (EOY)
$22.7M
How this plan invests
This plan
85 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
90
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.4 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUDVIK ELECTRIC CO..
Plan sponsor
Name
LUDVIK ELECTRIC CO.
EIN
84-0811586
Address
3900 S. TELLER STREET · LAKEWOOD, CO · 80235
Phone
(303) 781-9601
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
2026-01-28
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WATSON COON RYAN, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $3K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | — | INVESTMENT ADVISORY | $16K | — |
| CETERA ADVISOR NETWORKS LLC | — | EL SEGUNDO, CA | FINANCIAL ADVISOR | $9K | — |
| IRON CO FID | 26-2409128 | — | INVESTMENT ADVISORY | $3K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES | — | LEAWOOD, KS | TPA | $24K | — |
Investments
85 direct securities· $22.5M(99% of reported assets)
Registered Investment Companies
$22.0M
83 holdings
Guaranteed Income / GIC
$244K
1 holding
Uncategorized
$239K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fed HRMS Gov Oblgtns Prmr | Registered Investment Companies | — | — | $2.0M | 9.0% | |
| Prncpl Glble Realest R6 ** 922 Registered investment company Putnam Gr Opp Y | Registered Investment Companies | — | — | $2.0M | 8.7% | |
| TIAACRF LfCycInd 2045 Inst | Registered Investment Companies | — | — | $1.8M | 8.1% | |
| TIAACRF LfCycInd 2030 Inst | Registered Investment Companies | — | — | $1.5M | 6.5% | |
| TIAACRF LfCycInd 2040 Inst | Registered Investment Companies | — | — | $1.4M | 6.1% | |
| TIAACRF LfCycInd 2055 Inst | Registered Investment Companies | — | — | $1.3M | 5.9% | |
| TIAACRF LfCycInd 2050 Inst | Registered Investment Companies | — | — | $981K | 4.3% | |
| Vngrd Wndsr Adml | Registered Investment Companies | — | — | $916K | 4.0% | |
| Vic Syc Estblshd Val I | Registered Investment Companies | — | — | $872K | 3.8% | |
| Artisan Intl Val Inst | Registered Investment Companies | — | — | $749K | 3.3% | |
| TIAACRF LfCycInd 2060 Inst | Registered Investment Companies | — | — | $718K | 3.2% | |
| Fid 500 Indx | Registered Investment Companies | — | — | $606K | 2.7% | |
| TIAACRF LfCycInd 2035 Inst | Registered Investment Companies | — | — | $528K | 2.3% | |
| TIAACRF LfCycInd 2025 Inst | Registered Investment Companies | — | — | $524K | 2.3% | |
| Baird Cor Pls Bd Inst | Registered Investment Companies | — | — | $493K | 2.2% | |
| Fed Inst Hi Yld Bd Inst | Registered Investment Companies | — | — | $484K | 2.1% | |
| TIAACRF LfCycInd 2065 Inst | Registered Investment Companies | — | — | $273K | 1.2% | |
| NW FXD SEL OPTN | Guaranteed Income / GIC | — | — | $244K | 1.1% | |
| Participant notes receivable Interest rates from 4.25-8.75% | — | — | — | $239K | 1.1% | |
| Fidadv Tech Inst | Registered Investment Companies | — | — | $230K | 1.0% | |
| State Street Bal Inx Fund | Registered Investment Companies | — | — | $207K | 0.9% | |
| TIAACRF LfCycIndRtInc | Registered Investment Companies | — | — | $186K | 0.8% | |
| Ab Lgcap Gr I | Registered Investment Companies | — | — | $149K | 0.7% | |
| TRowePr Comm Tech | Registered Investment Companies | — | — | $139K | 0.6% | |
| Dodge Cox Intl Stock | Registered Investment Companies | — | — | $139K | 0.6% | |
| Fid Intl Indx | Registered Investment Companies | — | — | $137K | 0.6% | |
| Fnklntmp Glbl Ttl Rtn Adv ** 645 Registered investment company Gdmnscs Gqgptnrintloppr R6 | Registered Investment Companies | — | — | $136K | 0.6% | |
| CohenStrs RealEst Sec Inst | Registered Investment Companies | — | — | $131K | 0.6% | |
| Nw Loomis Allcap Gr R6 | Registered Investment Companies | — | — | $128K | 0.6% | |
| Avnts Us Lgcap Val Inst | Registered Investment Companies | — | — | $123K | 0.5% | |
| Jpm Lg Cap Gr R6 | Registered Investment Companies | — | — | $115K | 0.5% | |
| Dfa Intl LgCap Gr | Registered Investment Companies | — | — | $114K | 0.5% | |
| Virtus Tech Inst | Registered Investment Companies | — | — | $111K | 0.5% | |
| Jpm Eq Inc R5 | Registered Investment Companies | — | — | $109K | 0.5% | |
| Avnts Emging Mkts Equity Fund | Registered Investment Companies | — | — | $109K | 0.5% | |
| Blkrk 80/20 Trgtalloc Inst | Registered Investment Companies | — | — | $108K | 0.5% | |
| Vngrd Trgt Rtrmt 2060 Inv | Registered Investment Companies | — | — | $105K | 0.5% | |
| TRowePr US Eq Rsrch | Registered Investment Companies | — | — | $95K | 0.4% | |
| Strwd Smmdcapenhcindx Inst | Registered Investment Companies | — | — | $95K | 0.4% | |
| GdmnScs InSmCpInsight | Registered Investment Companies | — | — | $94K | 0.4% | |
| Vngrd Trgt Rtrmt 2050 Inv | Registered Investment Companies | — | — | $91K | 0.4% | |
| Fed HRMS Shintdtlrtbd Inst ** 3 Registered investment company Fed MDT SmCap Cor Inst | Registered Investment Companies | — | — | $90K | 0.4% | |
| Nw S P 500 Indx R6 | Registered Investment Companies | — | — | $86K | 0.4% | |
| TRowePr US Large Cap Cor Inv | Registered Investment Companies | — | — | $85K | 0.4% | |
| Vngrd Trgt Rtrmt 2055 Inv | Registered Investment Companies | — | — | $82K | 0.4% | |
| Vngrd Trgt Rtrmt 2045 Inv | Registered Investment Companies | — | — | $79K | 0.3% | |
| TIAACRF LfCycInd 2015 Inst | Registered Investment Companies | — | — | $78K | 0.3% | |
| PGIM Ttl Rtn Bd R6 | Registered Investment Companies | — | — | $75K | 0.3% | |
| Fid US Bd Indx | Registered Investment Companies | — | — | $74K | 0.3% | |
| Nw Geneva SmCapGr Inst Svc | Registered Investment Companies | — | — | $73K | 0.3% | |
| Fidadv Bio Inst | Registered Investment Companies | — | — | $73K | 0.3% | |
| Mfs Mdcap Gr R6 | Registered Investment Companies | — | — | $70K | 0.3% | |
| MSIF Inst Gr I | Registered Investment Companies | — | — | $69K | 0.3% | |
| Diamond Hill MdCap I | Registered Investment Companies | — | — | $69K | 0.3% | |
| Vngrd Gr Inc Adml | Registered Investment Companies | — | — | $65K | 0.3% | |
| TRowePr Bal | Registered Investment Companies | — | — | $62K | 0.3% | |
| Principal Global Real Estate R6 | Registered Investment Companies | — | — | $61K | 0.3% | |
| Blkrk Sustnbl Bal Inst | Registered Investment Companies | — | — | $60K | 0.3% | |
| Vngrd GNMA Adml | Registered Investment Companies | — | — | $59K | 0.3% | |
| Vngrd Trgt Rtrmt 2035 Inv | Registered Investment Companies | — | — | $58K | 0.3% | |
| Lgl & Gen Commodity Strat Fund | Registered Investment Companies | — | — | $54K | 0.2% | |
| BlkRk Hi Yld Bd Port k | Registered Investment Companies | — | — | $54K | 0.2% | |
| Vngrd 500 Index Fd As ** 26 Registered investment company Vngrd Eq Inc Adml | Registered Investment Companies | — | — | $50K | 0.2% | |
| TIAACRF LfCycInd 2020 Inst | Registered Investment Companies | — | — | $45K | 0.2% | |
| PIMCO GNMA Govt Sec Inst ** 100 Registered investment company PIMCO Real Rtn Inst | Registered Investment Companies | — | — | $44K | 0.2% | |
| Nw Itl Dest Mod Aggr R6 | Registered Investment Companies | — | — | $40K | 0.2% | |
| Vngrd Explr Adml | Registered Investment Companies | — | — | $36K | 0.2% | |
| Avnts Us Smcap Val Inst | Registered Investment Companies | — | — | $35K | 0.2% | |
| Crmwll Cntrsqr Realest Inv | Registered Investment Companies | — | — | $29K | 0.1% | |
| Ab Glbl Bd I ** 534 Registered investment company Ab Global Bond Fund Cl Z | Registered Investment Companies | — | — | $24K | 0.1% | |
| Vngrd Wlsly Inc Adml | Registered Investment Companies | — | — | $22K | <0.1% | |
| TRowePr Fin Svc | Registered Investment Companies | — | — | $21K | <0.1% | |
| AmFds New Wld R6 | Registered Investment Companies | — | — | $18K | <0.1% | |
| BlkRk Ttl Rtn K | Registered Investment Companies | — | — | $17K | <0.1% | |
| Vngrd Ttl StMkt Indx Fd As | Registered Investment Companies | — | — | $14K | <0.1% | |
| Vngrd Trgt Rtrmt 2040 Inv | Registered Investment Companies | — | — | $14K | <0.1% | |
| Vngrd Trgt Rtrmt 2030 Inv | Registered Investment Companies | — | — | $13K | <0.1% | |
| Brwnadv Sustainable Gr Inst | Registered Investment Companies | — | — | $8K | <0.1% | |
| Blkrk Strat Inc Oppr I | Registered Investment Companies | — | — | $7K | <0.1% | |
| Invsco Opp Glbl Oppr Y | Registered Investment Companies | — | — | $6K | <0.1% | |
| AmFds 2045 Trgt Rtmt R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| Vngrd Ttl Intlstkindx Adml | Registered Investment Companies | — | — | $4K | <0.1% | |
| Dfa Emrg Mkt Cor Eq Inst | Registered Investment Companies | — | — | $4K | <0.1% | |
| Vngrd Trgt Rtrmt 2020 Inv ** 171 Registered investment company Vngrd Trgt Rtrmt 2025 Inv | Registered Investment Companies | — | — | $3K | <0.1% | |
| Pimcocomdyreakrtnstratinst | Registered Investment Companies | — | — | $2K | <0.1% |
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