Department of Labor filing

RED LILLY PLUMBING INC

RED LILLY PLUMBING 401(K) · For the plan year ended Dec 31, 2025

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Public filing 2025 · received Jul 22, 2026Verified current terms Not available

Plan summary

The numbers that matter first

68Strong plan health
medium confidence
See what drives the plan health score
Lower reported administrative cost65/10020% of the full model
Active-participant trend50/10010% of the full model
Net-asset trend50/10010% of the full model
Participant-loan burden75/10010% of the full model
Reported compliance signals100/10010% of the full model
Filing completeness75/10010% of the full model

Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.

01 · Employer matchSee verified formula

50 % of base compensation up to applicable regulatory limits.

02 · Maximum employer contributionSee formula

Extracted from an official plan filing; editorial verification is pending.

03 · VestingNot stated in official filing

The official filing does not state the current vesting schedule.

04 · Fees and expensesOfficial filing detail

7,415,383 $ 10,497,809 Employer 193,894,825 5,753,497 Total Contributions 631,310,208 16,251,306 Interest in The Lilly Employee Savings Plan Master Trust investment income, net of administrative fees (Note 3) 2,813,087,765 127,087,255 Interest income on notes receivable from participants 2,355,175 205,179 Total Additions 3,446,753,148 143,543,740 Deductions: Participant withdrawals 931,487,596 27,712,898 Administrative expenses 1,948,411 253,854 Total Deductions 933,436,007 27,966,752 Net Increase Prior to Transfers 2,513,317,141 115,576,988 Transfers from Other Plans 53,995,490 — Net Increase 2,567,312,631 115,576,988 Net assets available for benefits at beginning of year 13,056,609,955 519,253,084 Net assets available for benefits at end of year $ 15,623,922,586 $ 634,830,072 See notes t

05 · Investment choicesOfficial filing detail

up to the 6 % participant contribution level, subject to applicable regulatory limits.

06 · Eligibility and waiting periodNot stated in official filing

A current plan document is needed.

07 · Automatic enrollmentNot stated in official filing

The selected official filing does not establish a current default rate.

08 · Roth 401(k)Available

ion of enrolling in a program to increase their contribution rates automatically each year. Matching contributions by the Company are currently 100 % of participant pre-tax and or Roth contributions up to the 6 % participant contribution level, subject to applicable regulatory limits. Contributions Participants may designate that their contributions be invested in any of the investment options offered by the Plans. In addition, participants generally can buy and sell investments offered by the Plans, including the Eli Lilly and Company common stock fund (the Company Stock Fund), and transfer money from any of the investment options into and out of any of the other investment options. Company matching contributions are allocated based on a participant’s investment elections for their own co

09 · Employer contribution vs. peersNot reported

Not reported per active participant in 2025.

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 2025There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributionsNot enough dataTypical peer $1,879 · based on 35,497 comparable plans
Lower reported administrative expense65th percentileTypical peer $96 · based on 31,706 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. Limitations: employer_contribution_measure_unavailable

The short version

What employees should know

For the year ended Dec 31, 2025, RED LILLY PLUMBING INC reported Not reported in employer contributions across this plan, or Not reported per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating26

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeNot enough history

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparisonSmall plan

A fair peer score is not available yet.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
Not reported
Not reported per active participant
Participant contributions
$78,353
Other contributions
Not reported
Amounts not classified as employer or participant contributions
Employer share of contributions
Not reported
Active participants
26
Small plan
Total participants
28
29 at the beginning of the year
Ending assets
$257,090
$9,182 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$162,375
Ending net assets
$257,090
Beginning liabilities
Not reported
Ending liabilities
Not reported
Total income
$113,675
Total expenses
$18,960
Administrative expenses
$1,016
$36 per active participant
Participant loans
$11,648
4.5% of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
Not reported
Administrative cost per participant
2025
$36
Active participants
2025
26
Total plan assets
2025
$257,090
Participant loans as a share of assets
2025
4.5%
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025Not reported26257.1K

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
4.5%
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
952254380-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Jan 1, 2020
Industry
Construction
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

11-K · report period Dec 31, 2025ELI LILLY & Co — 11-K filed 2026-06-23
Official filing · details not yet checked
What it says about employer contributions

50 % of base compensation up to applicable regulatory limits. Participants have the option of enrolling in a program to increase their contribution rates automatically each year. Matching contributions by the Company are currently 100 % of participant pre-tax and or Roth contributions up to the 6 % participant contribution level, subject to applicable regulatory limits. Contributions Participants may designate that their contributions be invested in any of the investment options offered by the Plans. In addition, participants generally can buy and sell investments offered by the Plans, including the Eli Lilly and Company common stock fund (the Company Stock Fund), and transfer money from any of the investment options into and out of any of the other investment options. Company matching co

What it says about fees

7,415,383 $ 10,497,809 Employer 193,894,825 5,753,497 Total Contributions 631,310,208 16,251,306 Interest in The Lilly Employee Savings Plan Master Trust investment income, net of administrative fees (Note 3) 2,813,087,765 127,087,255 Interest income on notes receivable from participants 2,355,175 205,179 Total Additions 3,446,753,148 143,543,740 Deductions: Participant withdrawals 931,487,596 27,712,898 Administrative expenses 1,948,411 253,854 Total Deductions 933,436,007 27,966,752 Net Increase Prior to Transfers 2,513,317,141 115,576,988 Transfers from Other Plans 53,995,490 — Net Increase 2,567,312,631 115,576,988 Net assets available for benefits at beginning of year 13,056,609,955 519,253,084 Net assets available for benefits at end of year $ 15,623,922,586 $ 634,830,072 See notes t

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260722175006NAL0010426115001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗