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Original filing (PDF)20250805140849NAL0001268611001
LEP PSB MIDCO LLC
Form 5500
FILING_RECEIVED
UNLIMITED TECHNOLOGY 401(K) PLAN
401(k) retirement plan
Active participants
344
Accounts w/ balance
285
Plan assets (EOY)
$16.0M
Net assets (EOY)
$16.0M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 60% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEP PSB MIDCO LLC.
Plan sponsor
Name
LEP PSB MIDCO LLC
EIN
88-0776329
Address
520 HERNDON PKWY, SUITE C · HERNDON, VA · 20170
Phone
(866) 545-8324
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
2025-08-05
Pension benefit codes
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2S · Automatic enrollment
3B · Covers self-employed individuals
2J · 401(k) feature
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
ROBINSON FARMER COS ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORD KEEPER | $74K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL TOPCO LLC | 82-1434504 | — | SERVICE PROVIDER | $0 | — |
Investments
34 direct securities· $16.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date R6 | — | — | — | $3.2M | 20.3% | |
| American Funds 2035 Target Date R6 | — | — | — | $2.2M | 13.7% | |
| American Funds 2050 Target Date R6 | — | — | — | $2.2M | 13.5% | |
| American Funds 2030 Target Date R6 | — | — | — | $2.0M | 12.8% | |
| American Funds 2045 T Date R6 Registered Investment Company | — | — | — | $1.9M | 11.7% | |
| American Funds 2055 Target Date R6 | — | — | — | $754K | 4.7% | |
| Fidelity 500 Index Fund | — | — | — | $733K | 4.6% | |
| American Funds 2025 Target Date R6 | — | — | — | $640K | 4.0% | |
| (Held at End of Year) UNLIMITED TECHNOLOGY 401(K) PLAN EIN#88-0776329 Plan# 001 JPMorgan LgCp Grw Fnd R6 Registered Investment Company | — | — | — | $539K | 3.4% | |
| JP Morgan Large Cap Growth Fund R6 | — | — | — | $539K | 3.4% | |
| Vangrd Equity Income Fund Adm Registered Investment Company | — | — | — | $242K | 1.5% | |
| American Funds 2065 Target Date R6 | — | — | — | $215K | 1.3% | |
| American Funds 2060 Target Date R6 | — | — | — | $166K | 1.0% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company $304 LOAN FUND Participant Loans - Rates 4.25% to 9.50% | — | — | — | $163K | 1.0% | |
| Notes receivable from participants Varying interest rates from 4.25% - 9.50% - | — | — | — | $163K | 1.0% | |
| American Funds 2020 Target Date R6 | — | — | — | $133K | 0.8% | |
| Fidelity Mid Cap Index Fund | — | — | — | $128K | 0.8% | |
| Voya Guaranteed Investment Account - | — | — | — | $95K | 0.6% | |
| JPMorgan Mid Cap Growth Fund R6 | — | — | — | $88K | 0.6% | |
| American Funds 2010 Target Date R6 | — | — | — | $73K | 0.5% | |
| DFA Inflation-Prot Securities Port Inst ** 300 PIMCO Income Fund Inst | — | — | — | $66K | 0.4% | |
| Amer Cent Mid Cap Value Fund R6 | — | — | — | $65K | 0.4% | |
| Fidelity Small Cap Indec Fund | — | — | — | $63K | 0.4% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | — | — | — | $63K | 0.4% | |
| PIMCO Intl Bond Fund (US Dlr-Hdg) I ** 291 Fidelity US Bond Index Fund | — | — | — | $62K | 0.4% | |
| Fid US Bd Id Fd Registered Investment Company | — | — | — | $62K | 0.4% | |
| Fidelity Real Estate Index Fund | — | — | — | $55K | 0.3% | |
| Fidelity Rl Est Ind Fd Registered Investment Company | — | — | — | $55K | 0.3% | |
| Fidelity International Index Fund | — | — | — | $55K | 0.3% | |
| PIMCO Total Return Fund Inst | — | — | — | $53K | 0.3% | |
| American Funds New World R6 | — | — | — | $30K | 0.2% | |
| American Funds 2015 Target Date R6 | — | — | — | $25K | 0.2% | |
| Fideity Adv Divrsd Intl Fund Z | — | — | — | $19K | 0.1% | |
| DFA Infl-Prot Sec Port Ins Registered Investment Company $300 DFA Intl Small Cap Vl Port Ins Registered Investment Company | — | — | — | $9K | <0.1% |
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