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Original filing (PDF)20251014151544NAL0003257409001
LENNAR CORPORATION
Form 5500
FILING_RECEIVED
LENNAR CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
13,135
Accounts w/ balance
16,857
Plan assets (EOY)
$1.6B
Net assets (EOY)
$1.6B
How this plan invests
This plan
12 pooled trusts
Schedule D
25 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 (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LENNAR CORPORATION.
Plan sponsor
Name
LENNAR CORPORATION
EIN
95-4337490
Address
5505 WATERFORD DISTRICT DR · MIAMI, FL · 33126
Phone
(305) 229-6400
Industry
Constructionsee 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
2025-10-14
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $251K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | RALEIGH, NC | INVESTMENT ADVISOR | $129K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | 11-3367953 | BURBANK, CA | AUDITOR | $37K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FAEGRE DRINKER BIDDLE & REATH LLP | 41-0244008 | MINNEAPOLIS, MN | ATTORNEY | $40K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES, INC. | 84-0965407 | GREENWOOD VILLAGE, CO | NONE | $93 | — |
Investments
17 direct securities · 12 pooled funds· $1.7B(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
$928.9M
16 holdings
Common Collective Trust
$411.7M
3 holdings
Pooled Separate Account
$306.1M
9 holdings
Mutual Funds
$12.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $235.3M | 14.5% | |
| Vanguard Institutional Index Fund | — | — | — | $227.4M | 14.1% | |
| PRU CORE INTERMEDIATE BOND FUND PRUDENTIAL TRUST CO · EIN 23-6994310 / PN 214 | Common Collective Trust | — | — | $206.6M | 12.8% | |
| COLUMBIA TRUST DIVIDEND INCOME INST AMERIPRISE TRUST CO · EIN 87-1854339 / PN 090 | Common Collective Trust | — | — | $151.8M | 9.4% | |
| American Funds EuroPacific Growth Fund | — | — | — | $151.5M | 9.4% | |
| Vanguard Total Bond Index Fund | — | — | — | $139.9M | 8.7% | |
| Vanguard Total International Stock Market Fund | — | — | — | $129.9M | 8.0% | |
| T. Rowe Price Integrated US Small Cap Growth Equity Fund | — | — | — | $69.9M | 4.3% | |
| MassMutual Select Mid Cap Growth Fund | — | — | — | $60.9M | 3.8% | |
| Vanguard Extended Market Index Fund | — | — | — | $60.2M | 3.7% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY TRUST · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $53.3M | 3.3% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $49.2M | 3.0% | |
| PARTICIPANT LOANS VARIOUS | — | — | $27.1M | $27.1M | 1.7% | |
| maturing through December 2039 | — | — | — | $27.1M | 1.7% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $19.1M | 1.2% | |
| Non-Participant Directed Assets Common Stock * Lennar Corporation Common Stock – Class A | — | — | $1.2M | $12.8M | 0.8% | |
| 1ER-LEN | — | — | $1.2M | $12.8M | 0.8% | |
| Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $12.7M | 0.8% | |
| Empower Trust Company, LLC Self-Directed Brokerage Accounts | — | — | — | $6.7M | 0.4% | |
| Empower Life and Annuity Insurance Company Income Flex Balanced Fund | — | — | — | $1.1M | <0.1% | |
| INCOMEFLEX SELECT LIFETIME BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 513 | Pooled Separate Account | — | — | $1.1M | <0.1% | |
| Lennar Corporation Common Stock – Class B | — | — | $139K | $1.0M | <0.1% | |
| INCOMEFLEX SELECT INCOME & EQUITY F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 515 | Pooled Separate Account | — | — | $788K | <0.1% | |
| Empower Life and Annuity Insurance Company Income Flex Conservative Fund | — | — | — | $540K | <0.1% | |
| INCOMEFLEX SELECT CONSERVATIVE GROW EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 514 | Pooled Separate Account | — | — | $540K | <0.1% | |
| Empower Life and Annuity Insurance Company Income Flex Growth Fund | — | — | — | $118K | <0.1% | |
| INCOMEFLEX SELECT GROWTH FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 512 | Pooled Separate Account | — | — | $118K | <0.1% | |
| INCOMEFLEX SELECT AGGRESSIVE GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 511 | Pooled Separate Account | — | — | $35K | <0.1% | |
| COLUMBIA DIVIDEND VALUE IS PLATFORM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $0 | <0.1% |