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Original filing (PDF)20251008132718NAL0013512242001
LAVIE HOLDCO LLC
Form 5500
FILING_RECEIVED
LAVIE HOLDCO 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,288
Accounts w/ balance
962
Plan assets (EOY)
$37.5M
Net assets (EOY)
$37.5M
How this plan invests
This plan
4 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Knocking points off
- 72 bps in Schedule C fees — 150% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Only 22% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAVIE HOLDCO LLC.
Plan sponsor
Name
LAVIE HOLDCO LLC
EIN
87-3131400
Address
800 CONCOURSE PARKWAY S · SUITE 200 · MAITLAND, FL · 32751
Phone
(407) 571-1550
Industry
Health Care & Social Assistancesee 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
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERIC PERDUE CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $176K | — |
| ALLIANT RETIREMENT SERVICES, LLC | 33-0785439 | — | NONE | $79K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $16K | — |
Investments
26 direct securities · 4 pooled funds· $37.5M(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
$31.3M
26 holdings
Common Collective Trust
$6.2M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Mutual fund | — | — | — | $4.9M | 13.1% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $4.7M | 12.5% | |
| T. Rowe Price New Horizons Fund (I) Mutual fund | — | — | — | $3.6M | 9.5% | |
| LARGE CAP GROWTH FUND IV GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $2.6M | 7.1% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | — | — | — | $2.6M | 6.8% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | — | — | — | $2.4M | 6.5% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.3M | 6.1% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | — | — | — | $1.9M | 5.2% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | — | — | — | $1.9M | 5.1% | |
| Amer Fnds Capital World Grwth and Inc R6 Mutual fund | — | — | — | $1.7M | 4.6% | |
| Vanguard Target Retirement Investment Fund Mutual fund | — | — | — | $1.5M | 3.9% | |
| CORE PLUS BOND FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $1.1M | 2.9% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | — | — | — | $886K | 2.4% | |
| American Funds EuroPacific Growth (R6) Mutual fund | — | — | — | $665K | 1.8% | |
| Vanguard Inflation Protected Sec (Adm) Mutual fund | — | — | — | $568K | 1.5% | |
| Columbia Dividend Income Fund (I3) Mutual fund | — | — | — | $523K | 1.4% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | — | — | — | $451K | 1.2% | |
| Vanguard Mid-Cap Index Fund (Adm) Mutual fund | — | — | — | $444K | 1.2% | |
| American Century Mid Cap Value Fund (R6) Mutual fund | — | — | — | $375K | 1.0% | |
| Participant loans 4.25% - 9.50% - | — | — | — | $348K | 0.9% | |
| American Century Small Cap Value (R6) Mutual fund | — | — | — | $326K | 0.9% | |
| Macquarie High Income Fund (R6) Mutual fund | — | — | — | $322K | 0.9% | |
| PGIM Short-Term Corporate Bond Fund (R6) Mutual fund | — | — | — | $284K | 0.8% | |
| Vanguard Small Cap Index Admiral Shares Mutual fund | — | — | — | $235K | 0.6% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $222K | 0.6% | |
| LAZARD EMERGING MARKETS EQUITY ADVA GREAT GRAY TRUST COMPANY, LLC · EIN 86-1758580 / PN 674 | Common Collective Trust | — | — | $206K | 0.5% | |
| Fidelity International Index Fund Mutual fund | — | — | — | $189K | 0.5% | |
| Cohen & Steers Realty Shares Fund (L) Mutual fund | — | — | — | $140K | 0.4% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | — | — | — | $69K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | — | — | — | $53K | 0.1% |
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