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Original filing (PDF)20251015094028NAL0004205697001
LEARFIELD COMMUNICATIONS, LLC
Form 5500
FILING_RECEIVED
LEARFIELD COMMUNICATIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
94% in single holding
Active participants
2,263
Accounts w/ balance
2,975
Plan assets (EOY)
$199.1M
Net assets (EOY)
$199.1M
How this plan invests
This plan
5 pooled trusts
Schedule D
5 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: FIDUCIARY INVESTMENT TRUST BALANCED PORTFOLIO (extraction pending)]" is 94% of plan.
- 16 bps in Schedule C fees — 62% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEARFIELD COMMUNICATIONS, LLC.
Plan sponsor
Name
LEARFIELD COMMUNICATIONS, LLC
EIN
90-0776492
Address
505 HOBBS ROAD · JEFFERSON CITY, MO · 65109
Phone
(573) 893-7200
Industry
Information / Tech / Mediasee 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
2025-10-15
Pension benefit codes
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)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $200K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | 82-1364595 | — | ADVISOR | $122K | — |
Investments
1 direct security · 5 pooled funds· $45.1M(23% 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.
Common Collective Trust
$45.0M
5 holdings
Uncategorized
$62K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIT BALANCED D COMERICA BANK & TRUST · EIN 47-6652256 / PN 001 | Common Collective Trust | — | — | $42.1M | 21.2% | |
| FIT AGGRESSIVE D COMERICA BANK & TRUST · EIN 47-6646422 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.7% | |
| FIT GROWTH D COMERICA BANK & TRUST · EIN 47-6649174 / PN 001 | Common Collective Trust | — | — | $869K | 0.4% | |
| FIT CONSERVATIVE D COMERICA BANK & TRUST · EIN 47-6658632 / PN 001 | Common Collective Trust | — | — | $532K | 0.3% | |
| [DFE: FIDUCIARY INVESTMENT TRUST MODERATELY CONSERVATIVE PORTFOLIO (extraction pending)] | — | — | — | $62K | <0.1% | |
| FIT MOD CONSRV D COMERICA BANK & TRUST · EIN 47-6655437 / PN 001 | Common Collective Trust | — | — | $62K | <0.1% |
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