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Original filing (PDF)20250623192017NAL0003889603001
LMI CONSULTING LLC
Form 5500
FILING_RECEIVED
LMI 401(K) PLAN
401(k) retirement plan
Active participants
2,655
Accounts w/ balance
3,543
Plan assets (EOY)
$448.7M
Net assets (EOY)
$448.7M
How this plan invests
This plan
13 pooled trusts
Schedule D
39 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 (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LMI CONSULTING LLC.
Plan sponsor
Name
LMI CONSULTING LLC
EIN
84-4249629
Address
7940 JONES BRANCH DRIVE · TYSONS, VA · 22102
Phone
(703) 917-9800
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
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
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $161K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282438 | — | INVESTMENT ADVISOR | $70K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | INVESTMENT ADVISOR | $55K | — |
Investments
26 direct securities · 13 pooled funds· $448.7M(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.
Common Collective Trust
$229.0M
12 holdings
Uncategorized
$181.8M
25 holdings
Mutual Funds
$36.7M
1 holding
Pooled Separate Account
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD FTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $41.8M | 9.3% | |
| VANGUARD FTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $37.4M | 8.3% | |
| Vanguard GRTH INDEX INST | Mutual Funds | — | — | $36.7M | 8.2% | |
| Vanguard INST INDEX | — | — | — | $31.7M | 7.1% | |
| VANGUARD FTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $27.2M | 6.1% | |
| VANGUARD FTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $26.0M | 5.8% | |
| VANGUARD FTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $20.3M | 4.5% | |
| VANGUARD FTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $19.8M | 4.4% | |
| VANGUARD FTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $19.6M | 4.4% | |
| VANGUARD FTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $18.3M | 4.1% | |
| CREF Registered Investments * CREF Stock | — | — | — | $15.2M | 3.4% | |
| Vanguard TOT INTL STK IS | — | — | — | $15.2M | 3.4% | |
| Vanguard VAL INDEX INST | — | — | — | $14.1M | 3.1% | |
| Similar Party Collateral, Par or Maturity Value Cost ** Value Fixed Annuity Contracts * TIAA and CREF TIAA Traditional Annuity Contracts, non-fully benefit-responsive contract | — | — | — | $12.6M | 2.8% | |
| VANGUARD FTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $10.7M | 2.4% | |
| Vanguard VMMR-FED MMKT | — | — | — | $10.6M | 2.4% | |
| Vanguard TOT BD MKT INST | — | — | — | $7.3M | 1.6% | |
| Vanguard MDCPVAL IDX ADM | — | — | — | $7.0M | 1.6% | |
| Vanguard MDCPGR IDX ADM | — | — | — | $6.7M | 1.5% | |
| Vanguard MIDCAP IDX INST | — | — | — | $6.5M | 1.5% | |
| VANGUARD FTC TARGET RET INC TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $5.9M | 1.3% | |
| Self-Directed Brokerage Accounts * Fidelity Brokerage Services LLC Personal Choice Retirement Account | — | — | — | $5.8M | 1.3% | |
| CREF Growth | — | — | — | $5.7M | 1.3% | |
| Vanguard SM CAP IDX INST | — | — | — | $5.6M | 1.2% | |
| Vanguard SMCPVL IDX ADM | — | — | — | $5.5M | 1.2% | |
| Vanguard SM GR IDX INST | — | — | — | $5.3M | 1.2% | |
| Vanguard INTM BD IDX ADM | — | — | — | $5.3M | 1.2% | |
| CREF Equity Index | — | — | — | $4.5M | 1.0% | |
| Vanguard BAL INDEX ADM | — | — | — | $4.2M | 0.9% | |
| Vanguard REAL EST IDX IS | — | — | — | $4.0M | 0.9% | |
| participant accounts | — | — | — | $3.5M | 0.8% | |
| CREF Global Equities | — | — | — | $2.8M | 0.6% | |
| VANGUARD FTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.1M | 0.3% | |
| CREF Core Bond | — | — | — | $1.1M | 0.2% | |
| CREF Money Market | — | — | — | $760K | 0.2% | |
| CREF Social Choice | — | — | — | $603K | 0.1% | |
| CREF Inflation-Linked Bond | — | — | — | $365K | <0.1% | |
| VANGUARD FTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $167K | <0.1% |