Back to filter
Original filing (PDF)20250820111528NAL0005498016001
LMC ENTERPRISES
Form 5500
FILING_RECEIVED
LMC ENTERPRISES 401(K) PLAN
401(k) retirement plan
Active participants
134
Accounts w/ balance
113
Plan assets (EOY)
$17.1M
Net assets (EOY)
$17.1M
How this plan invests
This plan
13 pooled trusts
Schedule D
31 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LMC ENTERPRISES.
Plan sponsor
Name
LMC ENTERPRISES
EIN
95-3093555
Address
6401 E ALONDRA BLVD · PARAMOUNT, CA · 90723
Phone
(562) 602-2116
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-20
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
SCOTT MILLER CPA AND ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS L | — | IRVINE, CA | INVESTMENT ADVISOR | $30K | — |
| ONE DIGITAL TOPCO LLC DBA RESOURCES | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $7K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY OUTSOURCING LLC | — | PHOENIX, AZ | OTHER | $750 | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $461 | — |
Investments
19 direct securities · 13 pooled funds· $17.1M(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
$8.6M
19 holdings
Common Collective Trust
$8.5M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.9M | 16.9% | |
| JPMorgan Large Cap Growth Fund R6 | — | — | — | $2.9M | 16.9% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $1.3M | 7.6% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $1.2M | 7.2% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $1.1M | 6.7% | |
| Empower Annuity Insurance Company of America Empower Investments Fixed Account Series Class II | — | — | — | $979K | 5.7% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $879K | 5.1% | |
| PGIM Funds (Prudential) PGIM High Yield Fund R6 | — | — | — | $684K | 4.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $619K | 3.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $480K | 2.8% | |
| Victory Capital Victory Sycamore Established Value Fund R6 | — | — | — | $454K | 2.7% | |
| MFS Mid Cap Growth Fund R6 | — | — | — | $447K | 2.6% | |
| JPMorgan Core Bond Fund R6 | — | — | — | $416K | 2.4% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $351K | 2.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $317K | 1.9% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $241K | 1.4% | |
| Hartford Mutual Funds The Hartford Strategic Income Fund R6 | — | — | — | $239K | 1.4% | |
| PGIM Funds (Prudential) PGIM Global Total Return Fund R6 | — | — | — | $218K | 1.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $213K | 1.2% | |
| Participant Loans Interest rates range from 5.25% to 9.50% | — | — | — | $209K | 1.2% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $177K | 1.0% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $152K | 0.9% | |
| SMALL CAP VALUE FUND II FEE CLASS R GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | — | — | $142K | 0.8% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $109K | 0.6% | |
| American Funds American Funds New World Fund R6 | — | — | — | $94K | 0.6% | |
| MFS New Discovery Fund R6 | — | — | — | $72K | 0.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $70K | 0.4% | |
| Principal Funds Principal Real Estate Securities Fund R6 | — | — | — | $63K | 0.4% | |
| American Funds American Funds American Mutual Fund R6 | — | — | — | $12K | <0.1% | |
| Calvert Research and Management Calvert Equity Fund R6 | — | — | — | $10K | <0.1% | |
| National Western Life Insurance Company Flexible Premium Deferred Annuity Life Insurance | — | — | — | $1K | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using THE BALDWIN GROUP WEALTH ADVISORS L
ELEMENT MATERIALS TECHNOLOGY HOLDING USA INC.
ELEMENT SAVINGS AND INVESTMENT PLAN
$341.3M · 3,289 participants
ORANGE COAST TITLE COMPANY
ORANGE COAST TITLE FAMILY OF COMPANIES EMPLOYEE SAVINGS PLAN
$73.2M · 625 participants
TEACHER CREATED MATERIALS, INC
TEACHER CREATED MATERIALS, INC. 401(K) PROFIT SHARING PLAN
$31.7M · 217 participants
CODE FOR AMERICA LABS, INC.
CODE FOR AMERICA 401(K) PLAN
$16.0M · 161 participants
USIM
US INTERNATIONAL MEDIA 401(K) PLAN
$14.1M · 102 participants
SENTINEL OFFENDER SERVICES, LLC
SENTINEL 401(K) AND PROFIT SHARING PLAN
$11.9M · 294 participants
Similar-size Manufacturing plans
BELL FAMILY BRANDS, INC.
BELL FAMILY BRANDS, INC. 401(K) SAVINGS PLAN AND TRUST
$17.4M · 19 participants
UNITED LABORATORIES, INC
UNITED LABORATORIES, INC. COMBINED EMPLOYEE STOCK OWNERSHIP PLAN
$16.8M · 188 participants
BRADFORD SOAP INTERNATIONAL, INC.
BRADFORD SOAP INTL, INC. RETIREMENT SAVINGS & P/S PLAN
$16.8M · 254 participants
UNITED LABORATORIES, INC.
UNITED LABORATORIES 401(K) SALARY REDUCTION PLAN AND TRUST
$16.8M · 209 participants
PACA, INC.
PACA, INC. 401(K) PLAN
$16.7M · 341 participants
KUTOL PRODUCTS COMPANY, INC.
KUTOL PRODUCTS COMPANY, INC. 401(K) PLAN
$17.8M · 218 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B