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Original filing (PDF)20250925110710NAL0007590545002
LAWRENCE & MEMORIAL HOSPITAL
Form 5500
FILING_RECEIVED
LAWRENCE & MEMORIAL HOSPITAL 401(K) PLAN
401(k) retirement plan
Active participants
4,346
Accounts w/ balance
4,222
Plan assets (EOY)
$369.4M
Net assets (EOY)
$369.4M
How this plan invests
This plan
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAWRENCE & MEMORIAL HOSPITAL.
Plan sponsor
Name
LAWRENCE & MEMORIAL HOSPITAL
EIN
06-0646704
Address
365 MONTAUK AVENUE · NEW LONDON, CT · 063204700
Phone
(860) 442-0711
Industry
Health Care & Social Assistancesee 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
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, 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 | -$341K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS | 26-0058143 | — | CONSULTANT | $31K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | AUDITOR | $16K | — |
Investments
40 direct securities· $368.7M(100% of reported assets)
Uncategorized
$357.6M
39 holdings
Mutual Funds
$11.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index N/R | — | — | — | $57.3M | 15.5% | |
| Fidelity Freedom 2030 K N/R | — | — | — | $41.5M | 11.2% | |
| Fidelity Freedom 2035 K N/R | — | — | — | $33.3M | 9.0% | |
| Fidelity Freedom 2025 K N/R | — | — | — | $31.4M | 8.5% | |
| Fidelity Freedom 2040 K N/R | — | — | — | $27.7M | 7.5% | |
| Fidelity Freedom 2045 K N/R | — | — | — | $25.2M | 6.8% | |
| Fidelity Freedom 2050 K N/R | — | — | — | $20.5M | 5.6% | |
| Fidelity Freedom 2055 K N/R | — | — | — | $20.2M | 5.5% | |
| Fidelity Contrafund K N/R | — | — | — | $13.4M | 3.6% | |
| Fidelity Freedom 2020 K N/R | — | — | — | $11.9M | 3.2% | |
| American Beacon American Beacon Small Cap Value R6 N/R | Mutual Funds | — | — | $11.1M | 3.0% | |
| Fully Benefit-Responsive Investment Contracts Voya Stable Value Fund Guaranteed investment contract N/R | — | — | — | $10.4M | 2.8% | |
| Fidelity Freedom 2060 K N/R | — | — | — | $8.5M | 2.3% | |
| Money Market Fund * Fidelity Treasury Only Money Market N/R | — | — | — | $6.9M | 1.9% | |
| AMG TimesSquare Mid Cap Growth Z N/R | — | — | — | $4.7M | 1.3% | |
| Fidelity Ext Mkt Idx N/R | — | — | — | $4.5M | 1.2% | |
| Fidelity Low Priced Stock K N/R | — | — | — | $4.4M | 1.2% | |
| American Funds American Funds Europac Growth R6 N/R | — | — | — | $4.2M | 1.1% | |
| Participant Loans Interest rates: 4.25% - 9.50% | — | — | — | $4.1M | 1.1% | |
| Fidelity Freedom 2015 K N/R | — | — | — | $3.6M | 1.0% | |
| Fidelity Total Bond N/R | — | — | — | $3.2M | 0.9% | |
| Invesco Diversified Dividend R6 N/R | — | — | — | $3.0M | 0.8% | |
| Self-Directed Brokerage Accounts * Fidelity Balanced Fund N/R | — | — | — | $2.8M | 0.8% | |
| Fidelity Freedom 2065 K N/R | — | — | — | $2.8M | 0.8% | |
| Fidelity Intl Index N/R | — | — | — | $1.6M | 0.4% | |
| Fidelity Cash Reserves Fidelity Fund N/R | — | — | — | $1.4M | 0.4% | |
| Fidelity US Bond Idx N/R | — | — | — | $1.4M | 0.4% | |
| Parnassus Core Eq IS N/R | — | — | — | $1.2M | 0.3% | |
| Fidelity External Fund N/R | — | — | — | $1.1M | 0.3% | |
| Fidelity Small Cap Index N/R | — | — | — | $1.1M | 0.3% | |
| Fidelity Freedom Income K N/R | — | — | — | $948K | 0.3% | |
| Fidelity Inflat Prot Bond N/R | — | — | — | $937K | 0.3% | |
| Fidelity Real Estate Idx N/R | — | — | — | $564K | 0.2% | |
| Fidelity Freedom 2010 K N/R | — | — | — | $543K | 0.1% | |
| JP Morgan JP Morgan Emerging Markets EQ R6 N/R | — | — | — | $451K | 0.1% | |
| Fidelity Intm TR Bond Index N/R | — | — | — | $290K | <0.1% | |
| Fidelity Lt Tr Bond Index N/R | — | — | — | $271K | <0.1% | |
| Fidelity Emerging Markets Index N/R | — | — | — | $198K | <0.1% | |
| Cohen & Steers Cohen & Steers Inst Realty Shs N/R | — | — | — | $154K | <0.1% | |
| Fidelity Freedom 2070 K N/R | — | — | — | $8K | <0.1% |