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Original filing (PDF)20251013124149NAL0000605555001
LM MANUFACTURING, LLC
Form 5500
FILING_RECEIVED
LM MANUFACTURING RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
~273 bps in Sched C feesNo recordkeeper disclosed
Active participants
552
Accounts w/ balance
686
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
How this plan invests
This plan
17 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 273 bps in Schedule C fees — 425% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LM MANUFACTURING, LLC.
Plan sponsor
Name
LM MANUFACTURING, LLC
EIN
85-3290233
Address
6401 WEST FORT STREET · DETROIT, MI · 48209
Phone
(947) 223-6311
Industry
Wholesale Tradesee 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
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)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $46K | — |
| NBT BANK, N.A. | 15-0395735 | — | CONTRACT ADMINISTRATOR | $38K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGMA FINANCIAL CORPORATION | 38-2472555 | — | OTHER SERVICES | $0 | — |
Investments
9 direct securities · 17 pooled funds· $3.4M(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.
Common Collective Trust
$2.7M
14 holdings
Uncategorized
$618K
9 holdings
Pooled Separate Account
$97K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447547 / PN 009 | Common Collective Trust | — | $0 | $534K | 17.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PPRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447547 / PN 010 | Common Collective Trust | — | $0 | $417K | 13.4% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447547 / PN 006 | Common Collective Trust | — | $0 | $340K | 11.0% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447547 / PN 007 | Common Collective Trust | — | $0 | $288K | 9.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $280K | 9.0% | |
| Prin LifeTime Hybr 2050 CIT Z | — | — | $0 | $254K | 8.2% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447547 / PN 005 | Common Collective Trust | — | $0 | $234K | 7.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447547 / PN 004 | Common Collective Trust | — | — | $187K | 6.0% | |
| Prin LargeCap Growth I SA-Z | — | — | $0 | $187K | 6.0% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447547 / PN 008 | Common Collective Trust | — | $0 | $176K | 5.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $160K | 5.1% | |
| Fidelity US Bond Index Fund | — | — | $0 | $75K | 2.4% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $75K | 2.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447547 / PN 003 | Common Collective Trust | — | — | $43K | 1.4% | |
| Prin Equity Income SA-Z | — | — | $0 | $43K | 1.4% | |
| FIDELITY SM CAP INDEX FUND | — | — | $0 | $21K | 0.7% | |
| PRIN LARGECAP GROWTH SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $21K | 0.7% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447547 / PN 002 | Common Collective Trust | — | — | $11K | 0.4% | |
| FIDELITY 500 INDEX FUND | — | — | $0 | $11K | 0.4% | |
| Fidelity Mid Cp Index Fund | — | — | $0 | $11K | 0.3% | |
| Fidelity Total Int Idx Fund | — | — | $0 | $9K | 0.3% | |
| Prin LifeTime Hybr 2055 CIT Z | — | — | $0 | $6K | 0.2% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $6K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $919 | <0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $31 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $16 | <0.1% |
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