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Original filing (PDF)20250911144619NAL0000303427001
LHM ADM BEN, INC.
Form 5500
FILING_RECEIVED
LARRY H. MILLER ASSOCIATES RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,958
Accounts w/ balance
2,660
Plan assets (EOY)
$128.2M
Net assets (EOY)
$128.2M
How this plan invests
This plan
4 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
80
Knocking points off
- 23 bps in Schedule C fees — 135% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LHM ADM BEN, INC..
Plan sponsor
Name
LHM ADM BEN, INC.
EIN
87-0325010
Address
9350 S 150 E · STE 900 · SANDY, UT · 84070
Phone
(385) 446-5776
Industry
Retail 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
2025-09-11
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
KPMG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISORY | $50K | — |
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $218K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KPMG LLP-DEPT 0922 | 13-5565207 | — | ACCOUNTANT | $33K | — |
Investments
30 direct securities · 4 pooled funds· $128.1M(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
$127.9M
30 holdings
Pooled Separate Account
$146K
2 holdings
Common Collective Trust
$128K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2045 Target Date Retirement Fund | — | 1,019,587 | — | $21.6M | 16.9% | |
| American Funds 2040 Target Date Retirement Fund | — | 889,808 | — | $18.3M | 14.3% | |
| American Funds 2050 Target Date Retirement Fund | — | 796,113 | — | $16.6M | 13.0% | |
| American Funds 2035 Target Date Retirement Fund | — | 783,584 | — | $14.9M | 11.6% | |
| American Funds 2030 Target Date Retirement Fund | — | 796,279 | — | $13.8M | 10.7% | |
| American Funds 2025 Target Date Retirement Fund | — | 598,203 | — | $9.1M | 7.1% | |
| American Funds 2055 Target Date Retirement Fund | — | 272,999 | — | $7.2M | 5.6% | |
| Fidelity 500 Index Fund | — | 24,245 | — | $5.0M | 3.9% | |
| American Funds 2020 Target Date Retirement Fund | — | 245,727 | — | $3.3M | 2.6% | |
| American Funds 2060 Target Date Retirement Fund | — | 171,240 | — | $3.1M | 2.4% | |
| Fidelity Total Market Index Fund | — | 13,230 | — | $2.1M | 1.7% | |
| Principal Fixed Income Guaranteed Option | — | — | — | $1.8M | 1.4% | |
| Fidelity Large Cap Growth Index Fund | — | 45,564 | — | $1.8M | 1.4% | |
| Participant Loans secured by participants vested accrued benefit. | — | — | — | $1.3M | 1.0% | |
| Fidelity US Bond Index | — | 106,085 | — | $1.1M | 0.8% | |
| Fidelity International Index Fund | — | 19,271 | — | $916K | 0.7% | |
| American Funds 2010 Target Date Retirement Fund | — | 74,639 | — | $867K | 0.7% | |
| JPMorgan Equity Income Fund | — | 34,841 | — | $834K | 0.7% | |
| Fidelity Mid Cap Index Fund | — | 22,225 | — | $751K | 0.6% | |
| American Funds 2065 Target Date Retirement Fund | — | 42,317 | — | $740K | 0.6% | |
| American Funds 2015 Target Date Retirement Fund | — | 51,649 | — | $633K | 0.5% | |
| Fidelity Small Cap Index Fund | — | 18,376 | — | $509K | 0.4% | |
| Eagle Asset Management Eagle Mid Cap Growth CIT Class 4 | — | 25,190 | — | $320K | 0.2% | |
| Victory Sycamore Established Value Fund | — | 6,352 | — | $292K | 0.2% | |
| EuroPacific Growth Fund | — | 5,190 | — | $279K | 0.2% | |
| Undiscovered Managers Behavioral Value Fund | — | 3,098 | — | $261K | 0.2% | |
| Janus Investment Fund Janus Henderson Triton Fund | — | 7,789 | — | $214K | 0.2% | |
| New World Fund Inc. | — | 2,575 | — | $198K | 0.2% | |
| PGIM TOTAL RET BOND FUND CL U GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | 12,471 | — | $128K | <0.1% | |
| Washington Mutual Investors Fund | — | 1,890 | — | $116K | <0.1% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | 721 | — | $115K | <0.1% | |
| PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | 1,907 | — | $31K | <0.1% | |
| American Funds 2070 Target Date Retirement Fund | — | 186 | — | $2K | <0.1% | |
| EAGLE MID CAP GROWTH CIT CL 4 CARILLON EAGLE MID CAP GROWTH CIT · EIN 83-0524193 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% |