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Original filing (PDF)20251013094107NAL0000450659001
L.E. COPPERSMITH, LLC
Form 5500
FILING_RECEIVED
COPPERSMITH 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
133
Accounts w/ balance
144
Plan assets (EOY)
$17.3M
Net assets (EOY)
$17.3M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
87
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2025 Fund Asset Allocation Mutual Fund" is 26% of plan.
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for L.E. COPPERSMITH, LLC.
Plan sponsor
Name
L.E. COPPERSMITH, LLC
EIN
95-2127927
Address
525 SOUTH DOUGLAS STREET · EL SEGUNDO, CA · 90245
Phone
(310) 607-8000
Industry
Transportation & Warehousingsee 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
2025-10-13
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $29K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $9K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS-KRAVITZ, LLC | 82-3719843 | — | CONTRACT ADMIN | $0 | — |
Investments
34 direct securities· $17.0M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund Asset Allocation Mutual Fund | — | — | — | $4.4M | 25.3% | |
| Vanguard Target Retirement 2030 Fund Asset Allocation Mutual Fund | — | — | — | $3.7M | 21.4% | |
| Vanguard Growth Index Fund Mutual Fund | — | — | — | $1.3M | 7.5% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.0M | 6.1% | |
| Vanguard Target Retirement 2035 Fund Asset Allocation Mutual Fund | — | — | — | $1.0M | 5.8% | |
| Vanguard Target Retirement 2045 Fund Asset Allocation Mutual Fund | — | — | — | $685K | 4.0% | |
| Vanguard Target Retirement 2040 Fund Asset Allocation Mutual Fund | — | — | — | $615K | 3.6% | |
| Vanguard Mid-Cap Growth Index Fund Mutual Fund | — | — | — | $470K | 2.7% | |
| Vanguard Target Retirement Income Fund Asset Allocation Mutual Fund | — | — | — | $395K | 2.3% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $371K | 2.1% | |
| Vanguard Total International Stock Index Fund Mutual Fund | — | — | — | $368K | 2.1% | |
| Vanguard Target Retirement 2020 Fund Asset Allocation Mutual Fund | — | — | — | $359K | 2.1% | |
| Vanguard Mid-Cap Value Index Fund Mutual Fund | — | — | — | $335K | 1.9% | |
| Fully benefit-responsive investment contract * Key Guaranteed Portfolio Fund Guaranteed Interest Contract | — | — | — | $296K | 1.7% | |
| Investments AB Large Cap Growth Fund Mutual Fund | — | — | — | $227K | 1.3% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $214K | 1.2% | |
| Vanguard Value Index Fund Mutual Fund | — | — | — | $186K | 1.1% | |
| American Funds EuroPacific Growth Fund Mutual Fund | — | — | — | $171K | 1.0% | |
| Vanguard Target Retirement 2050 Fund Asset Allocation Mutual Fund | — | — | — | $169K | 1.0% | |
| T. Rowe Price Small Cap Value Fund Mutual Fund | — | — | — | $144K | 0.8% | |
| DoubleLine Core Fixed Income Fund Mutual Fund | — | — | — | $92K | 0.5% | |
| Vanguard Small Cap Value Index Fund Mutual Fund | — | — | — | $84K | 0.5% | |
| Vanguard Target Retirement 2060 Fund Asset Allocation Mutual Fund | — | — | — | $57K | 0.3% | |
| JPMorgan U.S. Equity Fund Mutual Fund | — | — | — | $57K | 0.3% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | — | — | — | $51K | 0.3% | |
| Vanguard Short Term Bond Index Fund Mutual Fund | — | — | — | $46K | 0.3% | |
| Vanguard Equity-Income Fund Mutual Fund | — | — | — | $39K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Asset Allocation Mutual Fund | — | — | — | $38K | 0.2% | |
| Vanguard LifeStrategy Moderate Growth Fund Mutual Fund | — | — | — | $30K | 0.2% | |
| Vanguard Small Cap Growth Index Fund Mutual Fund | — | — | — | $25K | 0.1% | |
| PIMCO Income Institutional Fund Mutual Fund | — | — | — | $15K | <0.1% | |
| Vanguard Lifestrategy Conservative Growth Fund Mutual Fund | — | — | — | $14K | <0.1% | |
| Vanguard Target Retirement 2055 Fund Asset Allocation Mutual Fund | — | — | — | $13K | <0.1% | |
| Vanguard Lifestrategy Income Fund Mutual Fund | — | — | — | $12K | <0.1% |
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