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Original filing (PDF)20250819164406NAL0002395969001
LYDIG CONSTRUCTION, INC.
Form 5500
FILING_RECEIVED
LYDIG CONSTRUCTION, INC. 401(K) PLAN
401(k) retirement plan
Active participants
139
Accounts w/ balance
178
Plan assets (EOY)
$54.2M
Net assets (EOY)
$54.2M
How this plan invests
This plan
12 pooled trusts
Schedule D
34 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
- 23 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LYDIG CONSTRUCTION, INC..
Plan sponsor
Name
LYDIG CONSTRUCTION, INC.
EIN
91-0672331
Address
11001 E. MONTGOMERY DRIVE · SPOKANE VALLEY, WA · 99206
Phone
(509) 534-0451
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
2025-08-19
Pension benefit codes
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL, LLC | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $124K | — |
Investments
23 direct securities · 12 pooled funds· $54.2M(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
$40.0M
23 holdings
Common Collective Trust
$7.9M
10 holdings
Pooled Separate Account
$6.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $6.3M | 11.6% | |
| PUTNAM LARGE CAP VALUE Y Registered investment company | — | — | — | $6.0M | 11.0% | |
| FIDELITY 500 INDEX Registered investment company | — | — | — | $5.8M | 10.7% | |
| COHEN & STEERS REAL ESTATE SECURITIES R Registered investment company | — | — | — | $3.0M | 5.5% | |
| MFS INTERNATIONAL DIVERSIFICATION R3 Registered investment company | — | — | — | $2.7M | 5.0% | |
| FIDELITY ADVIDSOR GROWTH OPPORTUNITIES Z Registered investment company | — | — | — | $2.5M | 4.6% | |
| GUGGENHEIM TOTAL RETURN BOND INSTL Registered investment company | — | — | — | $2.4M | 4.5% | |
| UNDISCOVERED MGRS BEHAVIORAL VALUE R6 Registered investment company | — | — | — | $2.3M | 4.3% | |
| HEARTLAND MID CAP VALUE INSTITUTIONAL Registered investment company | — | — | — | $2.1M | 3.9% | |
| PIONEER MULTI ASSET INCOME Y Registered investment company | — | — | — | $1.8M | 3.4% | |
| PGIM HIGH-YIELD A Registered investment company | — | — | — | $1.7M | 3.1% | |
| EATON VANCE FLOATING RATE I Registered investment company | — | — | — | $1.6M | 2.9% | |
| FIDELITY SMALL CAP INDEX Registered investment company | — | — | — | $1.6M | 2.9% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $1.3M | 2.5% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $1.3M | 2.4% | |
| FIDELITY MID CAP INDEX Registered investment company | — | — | — | $1.3M | 2.3% | |
| JANUS HENDERSON ENTERPRISE I Registered investment company | — | — | — | $1.2M | 2.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $1.0M | 1.9% | |
| FEDERATED HERMES KAUFMANN SMALL CP FD IS Registered investment company | — | — | — | $986K | 1.8% | |
| FIDELITY ADVISOR HEALTH CARE I Registered investment company | — | — | — | $902K | 1.7% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $871K | 1.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $847K | 1.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $806K | 1.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $797K | 1.5% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $482K | 0.9% | |
| BLACKROCK TECHNOLOGY OPPORTUNITIES INSTL Registered investment company | — | — | — | $446K | 0.8% | |
| VANGUARD MATERIALS INDEX ADM Registered investment company | — | — | — | $401K | 0.7% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $381K | 0.7% | |
| Notes receivable from participants maturities through July 2035 | — | — | — | $350K | 0.6% | |
| PARNASSUS VALUE EQUITY INVESTOR Registered investment company | — | — | — | $340K | 0.6% | |
| AMERICAN FUNDS NEW WORLD R6 Registered investment company | — | — | — | $274K | 0.5% | |
| FRANKLIN CONVERTIBLE SECURITIES ADV Registered investment company | — | — | — | $224K | 0.4% | |
| DODGE & COX GLOBAL BOND X Registered investment company | — | — | — | $163K | 0.3% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $41K | <0.1% | |
| LARGE CAP GROWTH / JPMORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $0 | <0.1% |