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Original filing (PDF)20250925105913NAL0007583809001
LGC EMPLOYEECO, LLC
Form 5500
FILING_RECEIVED
LAMONS 401(K) PLAN
401(k) retirement plan
Active participants
621
Accounts w/ balance
618
Plan assets (EOY)
$40.4M
Net assets (EOY)
$40.4M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LGC EMPLOYEECO, LLC.
Plan sponsor
Name
LGC EMPLOYEECO, LLC
EIN
84-3636833
Address
7300 AIRPORT BOULEVARD · HOUSTON, TX · 77061
Phone
(713) 547-9579
Industry
Manufacturingsee 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
2025-09-25
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)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MELTON & MELTON, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
Investments
29 direct securities · 1 pooled fund· $40.4M(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
$38.7M
29 holdings
Common Collective Trust
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund | — | — | — | $5.6M | 14.0% | |
| Fidelity Freedom 2035 Fund | — | — | — | $4.5M | 11.1% | |
| Fidelity 500 Index Fund | — | — | — | $4.1M | 10.0% | |
| Fidelity Freedom 2030 Fund | — | — | — | $3.4M | 8.5% | |
| Fidelity Freedom 2045 Fund | — | — | — | $3.0M | 7.5% | |
| Fidelity Freedom 2050 Fund | — | — | — | $2.7M | 6.7% | |
| Fidelity Freedom 2025 Fund | — | — | — | $2.7M | 6.7% | |
| Fidelity Freedom 2040 Fund | — | — | — | $2.6M | 6.4% | |
| GS STABLE VALUE INV1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $1.8M | 4.3% | |
| Fidelity Freedom 2055 Fund | — | — | — | $1.2M | 3.1% | |
| Participant Loans 4.25% - 9.50% 0 | — | — | — | $1.2M | 3.0% | |
| Fidelity Freedom 2020 Fund | — | — | — | $1.1M | 2.8% | |
| Fidelity Freedom 2060 Fund | — | — | — | $776K | 1.9% | |
| JPMorgan Value Advantage Fund | — | — | — | $723K | 1.8% | |
| American Funds EuroPacific Growth Fund | — | — | — | $650K | 1.6% | |
| Fidelity Low-Priced Stock Fund | — | — | — | $648K | 1.6% | |
| Fidelity Balanced Fund | — | — | — | $627K | 1.6% | |
| Fidelity Total Bond | — | — | — | $427K | 1.1% | |
| T. Rowe Price Mid-Cap Growth Fund | — | — | — | $407K | 1.0% | |
| Vanguard Small Cap Value Index Fund | — | — | — | $404K | 1.0% | |
| Fidelity Freedom 2065 Fund | — | — | — | $351K | 0.9% | |
| Alliance Bernstein Small Cap Growth Portfolio | — | — | — | $344K | 0.9% | |
| Fidelity Freedom 2015 Fund | — | — | — | $219K | 0.5% | |
| Calamos International Growth Fund | — | — | — | $186K | 0.5% | |
| Royal Bank of Canada Emerging Markets Equity Fund | — | — | — | $184K | 0.5% | |
| Western Asset Intermediate Bond Fund | — | — | — | $139K | 0.3% | |
| PGIM High Yield Fund | — | — | — | $137K | 0.3% | |
| Fidelity Freedom Income Fund | — | — | — | $136K | 0.3% | |
| Fidelity BrokerageLink | — | — | — | $52K | 0.1% | |
| Fidelity Freedom 2010 Fund | — | — | — | $2K | <0.1% |
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