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Original filing (PDF)20250909152744NAL0020372593001
LONDEN INSURANCE GROUP, INC.
Form 5500
FILING_RECEIVED
LONDEN INSURANCE GROUP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
364
Accounts w/ balance
425
Plan assets (EOY)
$53.0M
Net assets (EOY)
$53.0M
How this plan invests
This plan
35 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LONDEN INSURANCE GROUP, INC..
Plan sponsor
Name
LONDEN INSURANCE GROUP, INC.
EIN
86-0182559
Address
4343 E. CAMELBACK ROAD · SUITE 400 · PHOENIX, AZ · 85018
Phone
(602) 522-7010
Industry
Finance & Insurancesee 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
2025-09-09
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
DWC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $99K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
35 direct securities· $53.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $7.4M | 14.0% | |
| Vanguard Group Vanguard Target Retirement 2030 Fund | — | — | — | $6.5M | 12.3% | |
| Vanguard Group Vanguard Target Retirement 2050 Fund | — | — | — | $5.6M | 10.6% | |
| BlackRock, Inc. BlackRock Liquidity Funds Treasury Trust | — | — | — | $4.4M | 8.3% | |
| Vanguard Group Vanguard Target Retirement 2040 Fund | — | — | — | $3.5M | 6.6% | |
| MFS Investment Management MFS Growth Fund | — | — | — | $3.1M | 5.9% | |
| Vanguard Group Vanguard Target Retirement 2055 Fund | — | — | — | $2.4M | 4.5% | |
| American Funds Capital Group American Balanced Fund | — | — | — | $2.1M | 4.0% | |
| Vanguard Group Vanguard Target Retirement 2035 Fund | — | — | — | $1.8M | 3.3% | |
| Vanguard Group Vanguard Target Retirement 2025 Fund | — | — | — | $1.3M | 2.5% | |
| Various maturity dates ranging from 1-30 years, interest * Participant Loans rates at 4.25% to 9.5% | — | — | — | $1.2M | 2.3% | |
| Vanguard Group Vanguard Windsor II Admiral Fund | — | — | — | $1.2M | 2.2% | |
| American Funds Capital Group EuroPacific Growth Fund | — | — | — | $1.2M | 2.2% | |
| Vanguard Group Vanguard Target Retirement 2060 Fund | — | — | — | $1.2M | 2.2% | |
| MFS Investment Management MFS Mid Cap Value Fund | — | — | — | $1.2M | 2.2% | |
| Vanguard Group Vanguard Target Retirement 2045 Fund | — | — | — | $1.0M | 1.9% | |
| Vanguard Group Vanguard Target Retirement 2020 Fund | — | — | — | $1.0M | 1.9% | |
| Principal Life Insurance Company Principal Guaranteed Fund | — | — | — | $946K | 1.8% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | — | $890K | 1.7% | |
| T. Rowe Price Associates, Inc. T Rowe Price QM US Small-Cap Growth Equity Fund | — | — | — | $663K | 1.3% | |
| Vanguard Group Vanguard Inflation-Protected Securities Fund | — | — | — | $603K | 1.1% | |
| Vanguard Group Vanguard Intermediate-Term Treasury Fund | — | — | — | $576K | 1.1% | |
| Fidelity Investments Fidelity Global ex U.S. Index Fund | — | — | — | $550K | 1.0% | |
| Vanguard Group Vanguard Real Estate Index Fund | — | — | — | $539K | 1.0% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $505K | 1.0% | |
| Vanguard Group Vanguard Target Retirement 2065 Fund | — | — | — | $419K | 0.8% | |
| Vanguard Group Vanguard High-Yield Corporate Fund | — | — | — | $328K | 0.6% | |
| Fidelity Investments Fidelity US Bond Index | — | — | — | $321K | 0.6% | |
| Vanguard Group Vanguard Target Retirement Income Fund | — | — | — | $296K | 0.6% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $159K | 0.3% | |
| Fidelity Investments Fidelity Large Cap Index Fund | — | — | — | $104K | 0.2% | |
| (E) | — | — | — | $14K | <0.1% | |
| Fidelity Investments Fidelity Large Cap Value Index Fund | — | — | — | $14K | <0.1% | |
| (E) | — | — | — | $4K | <0.1% | |
| Vanguard Group Vanguard Target Retirement 2070 Fund | — | — | — | $4K | <0.1% |