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Original filing (PDF)20250605165414NAL0020598352001
LITTLE ENTERPRISES, INC
Form 5500
FILING_RECEIVED
STONE COLD MASONRY RETIREMENT PLAN
401(k) retirement plan
Active participants
179
Accounts w/ balance
284
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 67 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LITTLE ENTERPRISES, INC.
Plan sponsor
Name
LITTLE ENTERPRISES, INC
EIN
86-0946202
Address
416 W LONE CACTUS DR. · PHOENIX, AZ · 85027
Phone
(623) 385-7110
Industry
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
2025-06-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KIMBERLIN COMPANY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $1K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLANNING CONSULTANTS, INC. | 85-0402842 | — | TPA | $625 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $8K | — |
Investments
21 direct securities · 1 pooled fund· $1.5M(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
$1.5M
21 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 13 John Hancock Life Insurance Company Nuveen Lifecycle 2040 Fund Retirement Class | — | — | — | $350K | 22.6% | |
| 11 John Hancock Life Insurance Company Nuveen Lifecycle 2030 Fund Retirement Class | — | — | — | $245K | 15.9% | |
| 14 John Hancock Life Insurance Company Nuveen Lifecycle 2050 Fund Retirement Class | — | — | — | $134K | 8.7% | |
| 21 John Hancock Life Insurance Company Vanguard Total Bond Market Index Fund | — | — | — | $133K | 8.6% | |
| 10 John Hancock Life Insurance Company Nuveen Lifecycle 2020 Fund Retirement Class | — | — | — | $124K | 8.0% | |
| 15 John Hancock Life Insurance Company Nuveen Lifecycle 2060 Fund Retirement Class | — | — | — | $104K | 6.7% | |
| 8 John Hancock Life Insurance Company JPMorgan Large Cap Growth Fund | — | — | — | $84K | 5.5% | |
| Notes Receivable from Participants Maturing at various times through 2029 -0- | — | — | — | $64K | 4.1% | |
| 6 John Hancock Life Insurance Company Fidelity 500 Index Fund | — | — | — | $51K | 3.3% | |
| 7 John Hancock Life Insurance Company Fidelity Mid Cap Index Fund | — | — | — | $48K | 3.1% | |
| 4 John Hancock Life Insurance Company Credit Suisse Real Estate Securities Fund | — | — | — | $41K | 2.6% | |
| 9 John Hancock Life Insurance Company MFS International Diversification Fund | — | — | — | $40K | 2.6% | |
| 1 *John Hancock Life Insurance Company Cash ** 514 Pooled separate accounts 2 John Hancock Life Insurance Company American Funds New World Fund | — | — | — | $39K | 2.5% | |
| 19 John Hancock Life Insurance Company The Bond Fund of America | — | — | — | $25K | 1.6% | |
| 16 John Hancock Life Insurance Company Nuveen Lifecycle 2065 Fund Retirement Class | — | — | — | $22K | 1.4% | |
| 3 John Hancock Life Insurance Company BlackRock High Yield Bond Fund Institutional Class | — | — | — | $18K | 1.2% | |
| 5 John Hancock Life Insurance Company DFA U.S. Targeted Value Portfolio | — | — | — | $8K | 0.5% | |
| 17 John Hancock Life Insurance Company Nuveen Lifecycle Retirement Fund. | — | — | — | $5K | 0.3% | |
| 20 John Hancock Life Insurance Company Vanguard Equity-Income Fund | — | — | — | $4K | 0.2% | |
| 18 John Hancock Life Insurance Company Putname SmallCap Growth Fund | — | — | — | $4K | 0.2% | |
| 12 John Hancock Life Insurance Company Nuveen Lifecycle 2035 Fund Retirement Class | — | — | — | $3K | 0.2% | |
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $0 | <0.1% |
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