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Original filing (PDF)20251013191750NAL0000909907001
LSA ASSOCIATES, INC.
Form 5500
FILING_RECEIVED
LSA ASSOCIATES, INC. PROFIT-SHARING AND SAVINGS PLAN AND TRUST
401(k) retirement plan
Active participants
171
Accounts w/ balance
347
Plan assets (EOY)
$77.7M
Net assets (EOY)
$77.7M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LSA ASSOCIATES, INC..
Plan sponsor
Name
LSA ASSOCIATES, INC.
EIN
94-2341614
Address
3210 EL CAMINO REAL · SUITE 100 · IRVINE, CA · 92602
Phone
(949) 553-0666
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-06-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WRIGHT FORD YOUNG & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $7K | — |
Investments
21 direct securities· $69.9M(90% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | — | — | — | $10.8M | 13.9% | |
| Baird Funds Core Plus Bond Fund | — | — | — | $7.9M | 10.2% | |
| Fidelity Investments Small Cap Index Fund | — | — | — | $6.9M | 8.8% | |
| Fidelity Investments International Index Fund | — | — | — | $6.0M | 7.7% | |
| Vanguard Value Index Fund | — | — | — | $5.6M | 7.2% | |
| Registered investment companies American Funds EuroPacific Growth Fund | — | — | — | $5.2M | 6.7% | |
| Vanguard Equity Income Fund | — | — | — | $5.1M | 6.6% | |
| Dimensional Fund Advisors Global Real Estate Securities Fund | — | — | — | $4.7M | 6.0% | |
| Vanguard Short Term Corporate Bond Index Fund | — | — | — | $3.3M | 4.3% | |
| Lord Abbett Short Duration Income Fund | — | — | — | $2.9M | 3.7% | |
| Vanguard FTSE Social Index Fund | — | — | — | $2.2M | 2.9% | |
| Fidelity Investments Emerging Markets Index Fund | — | — | — | $2.1M | 2.7% | |
| Seafarer Funds Overseas Growth and Income Fund | — | — | — | $1.7M | 2.2% | |
| Fidelity Investments 500 Index Fund | — | — | — | $1.6M | 2.1% | |
| Fidelity Investments Government Money Market Fund | — | — | — | $1.3M | 1.7% | |
| Vanguard Intermediate Term Investment-Grade Fund | — | — | — | $655K | 0.8% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $653K | 0.8% | |
| Fidelity Investments Total International Index Fund | — | — | — | $331K | 0.4% | |
| Fidelity Investments US Bond Index Fund | — | — | — | $327K | 0.4% | |
| Fidelity Investments Extended Market Index Fund | — | — | — | $322K | 0.4% | |
| Notes receivable from participants * Participant Loans Interest rates ranging 4.25% - 9.50% - | — | — | — | $257K | 0.3% |