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Original filing (PDF)20260113110924NAL0014116689001
LEE HY CONSTRUCTION LLC
Form 5500
FILING_RECEIVED
LEE HY CONSTRUCTION LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
75
Accounts w/ balance
110
Plan assets (EOY)
$10.2M
Net assets (EOY)
$10.2M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEE HY CONSTRUCTION LLC.
Plan sponsor
Name
LEE HY CONSTRUCTION LLC
EIN
92-2335323
Address
2100 QUARRY HILL ROAD · ROCKVILLE, VA · 23146
Phone
(804) 364-3015
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-13
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KEITER
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 | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $0 | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
27 direct securities · 1 pooled fund· $11.0M(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
$10.2M
27 holdings
Common Collective Trust
$783K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Allspring Special Mid Cap Value | — | — | — | $2.5M | 24.7% | |
| Fidelity Small Cap Index Fund | — | — | — | $1.2M | 11.3% | |
| Baron Asset Fund Institutional Class | — | — | — | $1.1M | 10.8% | |
| Galliard Stable Return Core Fund | — | — | — | $783K | 7.7% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $783K | 7.7% | |
| Fidelity Advisor Freedom Income Fund Class A | — | — | — | $585K | 5.7% | |
| Fidelity Advisor Freedom 2020 Class A | — | — | — | $582K | 5.7% | |
| Fidelity 500 Index Fund | — | — | — | $471K | 4.6% | |
| Fidelity Advisor Freedom 2035 Class A | — | — | — | $405K | 4.0% | |
| Fidelity Advisor Freedom 2050 Class A | — | — | — | $339K | 3.3% | |
| MFS Value Fund Class R3 | — | — | — | $321K | 3.1% | |
| Fidelity Advisor Freedom 2045 Class A | — | — | — | $225K | 2.2% | |
| Janus Henderson Triton Fund Class S | — | — | — | $217K | 2.1% | |
| Fidelity Advisor Freedom 2040 Class A | — | — | — | $199K | 1.9% | |
| AB Large Cap Growth Fund Class A | — | — | — | $188K | 1.8% | |
| MFS International New Discovery Fund Class R3 | — | — | — | $185K | 1.8% | |
| Fidelity Emerging Markets Index Fund | — | — | — | $167K | 1.6% | |
| Fidelity Mid Cap Index Fund | — | — | — | $122K | 1.2% | |
| Fidelity Advisor Small Cap Value Fund Class A | — | — | — | $115K | 1.1% | |
| Fidelity Advisor Freedom 2025 Class A | — | — | — | $110K | 1.1% | |
| Participant loans | — | — | — | $109K | 1.1% | |
| Fidelity Advisor Freedom 2015 Class A | — | — | — | $102K | 1.0% | |
| Fidelity Advisor Freedom 2055 Class A | — | — | — | $60K | 0.6% | |
| Fidelity Advisor Freedom 2030 Class A | — | — | — | $45K | 0.4% | |
| Fidelity US Bond Index Fund | — | — | — | $35K | 0.3% | |
| Columbia Large Cap Enhanced Core Fund Class A | — | — | — | $35K | 0.3% | |
| Fidelity International Index | — | — | — | $23K | 0.2% | |
| Fidelity Advisor Freedom 2060 Class A | — | — | — | $6K | <0.1% |
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