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Original filing (PDF)20251014163015NAL0006870386001
LEDCOR CONTRACTORS GROUP, INC.
Form 5500
FILING_RECEIVED
LEDCOR CONTRACTORS GROUP, INC. 401(K) PLAN
401(k) retirement plan
Active participants
975
Accounts w/ balance
1,382
Plan assets (EOY)
$63.9M
Net assets (EOY)
$63.9M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 30 bps in Schedule C fees — 85% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEDCOR CONTRACTORS GROUP, INC..
Plan sponsor
Name
LEDCOR CONTRACTORS GROUP, INC.
EIN
98-0081193
Address
6405 MIRA MESA BOULEVARD · SUITE 100 · SAN DIEGO, CA · 92121
Phone
(858) 527-6408
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
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
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BARTLETT PRINGLE AND WOLF LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $82K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGANSTANLEYSMITHBARNEYLLC | 20-8764829 | — | INVESTMENT ADVISOR | $96K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARTLETT, PRINGLE, & WOLF, LLP | 95-2089835 | — | ACCOUNTANT/AUDITOR | $11K | — |
Investments
31 direct securities · 1 pooled fund· $63.9M(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
$63.8M
31 holdings
Common Collective Trust
$105K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLKRK LP IDX 2030 K Mutual Fund | — | — | — | $5.7M | 9.0% | |
| BLKRK LP IDX 2040 K Mutual Fund | — | — | — | $5.4M | 8.4% | |
| BLKRK LP IDX RTMT K Mutual Fund | — | — | — | $5.2M | 8.2% | |
| AB LG CAP GRTH ADV Mutual Fund | — | — | — | $5.1M | 8.0% | |
| BLKRK LP IDX 2025 K Mutual Fund ** $0 BLKRK LP IDX 2035 K Mutual Fund | — | — | — | $4.6M | 7.3% | |
| FID 500 INDEX Mutual Fund | — | — | — | $4.6M | 7.1% | |
| BLKRK LP IDX 2045 K Mutual Fund | — | — | — | $4.0M | 6.3% | |
| BLKRK LP IDX 2050 K Mutual Fund | — | — | — | $3.6M | 5.7% | |
| AF AMER MUTUAL R5E Mutual Fund | — | — | — | $2.8M | 4.5% | |
| VICTORY S ESTB VAL I Mutual Fund | — | — | — | $2.8M | 4.4% | |
| BLKRK LP IDX 2055 K Mutual Fund | — | — | — | $2.5M | 3.9% | |
| LD ABT DEV GRTH R5 Mutual Fund ** $0 BLKRK LP IDX 2060 K Mutual Fund | — | — | — | $1.8M | 2.8% | |
| FID GOVT MMKT K6 Interest Bearing Cash | — | — | — | $1.7M | 2.7% | |
| LZD GLB LST INFRS IS Mutual Fund | — | — | — | $1.7M | 2.7% | |
| FA STRAT INCOME I Mutual Fund | — | — | — | $1.6M | 2.5% | |
| AF BALANCED FUND R5E Mutual Fund | — | — | — | $1.5M | 2.4% | |
| FID MID CAP IDX Mutual Fund | — | — | — | $1.4M | 2.2% | |
| OUTSTANDING LOAN BALANCE Participant Loans*** | — | — | — | $1.2M | 1.9% | |
| MFS NEW DISC VAL R4 Mutual Fund | — | — | — | $1.0M | 1.6% | |
| CB INTL GRTH I Mutual Fund | — | — | — | $1.0M | 1.6% | |
| FID SM CAP IDX Mutual Fund | — | — | — | $931K | 1.5% | |
| C&S REAL ESTATE I Mutual Fund | — | — | — | $623K | 1.0% | |
| AF GRTH & INC R5E Mutual Fund | — | — | — | $510K | 0.8% | |
| FID INTM TR BD IDX Mutual Fund | — | — | — | $371K | 0.6% | |
| BLKRK LP IDX 2065 K Mutual Fund | — | — | — | $338K | 0.5% | |
| AF NEW WORLD R6 Mutual Fund | — | — | — | $336K | 0.5% | |
| INVS DEVELOP MKT Y Mutual Fund ** $0 BLKRK GLOBAL ALLOC I Mutual Fund | — | — | — | $309K | 0.5% | |
| FID US BOND IDX Mutual Fund | — | — | — | $296K | 0.5% | |
| FA SMALL CAP GR I Mutual Fund | — | — | — | $287K | 0.4% | |
| FID INTL INDEX Mutual Fund | — | — | — | $284K | 0.4% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $105K | 0.2% | |
| AF CSV GR&INC PTF R6 Mutual Fund | — | — | — | $46K | <0.1% |
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