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Original filing (PDF)20250617074924NAL0002603920001
LAVITT GROUP, INC.
Form 5500
FILING_RECEIVED
LAVITT GROUP, INC. 401(K) PLAN
401(k) retirement plan
Active participants
70
Accounts w/ balance
130
Plan assets (EOY)
$17.5M
Net assets (EOY)
$17.5M
How this plan invests
This plan
1 pooled trust
Schedule D
22 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
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAVITT GROUP, INC..
Plan sponsor
Name
LAVITT GROUP, INC.
EIN
86-3159249
Address
125 MICHAEL DRIVE · SUITE 103 · SYOSSET, NY · 11791
Phone
(631) 777-3544
Industry
Retail Tradesee 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
2025-06-17
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | INVESTMENT ADVISOR | $22K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PARAGON ALLIANCE GROUP, LLC | — | SOUDERTON, PA | CONTRACT ADMIN | $600 | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LITTLER MENDELSON, P.C. | — | SAN FRANCISCO, CA | ATTORNEY | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | — | DEPTFORD, NJ | OTHER | $11K | — |
Investments
21 direct securities · 1 pooled fund· $17.4M(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
$12.7M
20 holdings
Mutual Funds
$3.8M
1 holding
Common Collective Trust
$886K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S SHARES / UNITS Vanguard 500 Index Admiral | Mutual Funds | — | $7K | $3.8M | 21.9% | |
| DFA US Small Cap | — | — | $35K | $1.7M | 9.9% | |
| Vanguard Target Retirement 2030 Inv | — | — | $36K | $1.4M | 7.8% | |
| Vanguard Target Retirement Income Inv | — | — | $85K | $1.1M | 6.4% | |
| Vanguard Target Retirement 2035 Inv | — | — | $45K | $1.1M | 6.2% | |
| Vanguard Equity-Income Adm | — | — | $12K | $1.1M | 6.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $886K | $886K | 5.1% | |
| Vanguard Target Retirement 2040 Inv | — | — | $20K | $885K | 5.1% | |
| Vanguard Target Retirement 2050 Inv | — | — | $16K | $809K | 4.6% | |
| Vanguard Total Intl Stock Index Admiral | — | — | $21K | $680K | 3.9% | |
| Vanguard Target Retirement 2025 Inv | — | — | $36K | $666K | 3.8% | |
| Vanguard Extended Market Idx Adm | — | — | $4K | $638K | 3.7% | |
| Vanguard Target Retirement 2020 Inv | — | — | $20K | $526K | 3.0% | |
| Vanguard Federal Money Market Inv | — | — | $409K | $459K | 2.6% | |
| Vanguard Total Bond Market Index Admiral | — | — | $43K | $411K | 2.4% | |
| JP Morgan Large Cap Growth R6 | — | — | $4K | $347K | 2.0% | |
| Fidelity Total Bond K6 | — | — | $37K | $322K | 1.8% | |
| Vangaurd Target Retirement 2045 Inv | — | — | $10K | $287K | 1.6% | |
| Vanguard Target Retirement 2060 Inv | — | — | $2K | $109K | 0.6% | |
| Vanguard Target Retirement 2055 Inv | — | — | $2K | $105K | 0.6% | |
| American Funds Europacific R6 | — | — | $1K | $65K | 0.4% | |
| Vanguard Target Retirement 2065 Inv 209 | — | — | — | $7K | <0.1% |
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