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Original filing (PDF)20251014193317NAL0004806976001
LANE POWELL PC
Form 5500
FILING_RECEIVED
LANE POWELL PC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
349
Accounts w/ balance
560
Plan assets (EOY)
$258.3M
Net assets (EOY)
$258.3M
How this plan invests
This plan
18 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LANE POWELL PC.
Plan sponsor
Name
LANE POWELL PC
EIN
20-2071651
Address
1301 2ND AVE, SUITE 2800 · SEATTLE, WA · 981012930
Phone
(206) 223-7104
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $8K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
Investments
2 direct securities · 18 pooled funds· $258.2M(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.
Common Collective Trust
$247.5M
18 holdings
Uncategorized
$10.7M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RUSSELL US LARGE CAP EQUITY INDEX RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 013 | Common Collective Trust | — | — | $44.5M | 17.2% | |
| RUSSELL US LARGE CAP EQUITY RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 042 | Common Collective Trust | — | — | $34.7M | 13.4% | |
| RUSSELL US SM/MID CAP EQUITY RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 006 | Common Collective Trust | — | — | $25.4M | 9.8% | |
| RUSSELL 2030 TARGET DATE RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 052 | Common Collective Trust | — | — | $21.0M | 8.1% | |
| RUSSELL RETIREMENT FUND RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 057 | Common Collective Trust | — | — | $20.4M | 7.9% | |
| RUSSELL 2040 TARGET DATE RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 053 | Common Collective Trust | — | — | $15.8M | 6.1% | |
| RUSSELL 2025 TARGET DATE RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 059 | Common Collective Trust | — | — | $15.0M | 5.8% | |
| RUSSELL 2035 TARGET DATE RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 060 | Common Collective Trust | — | — | $14.7M | 5.7% | |
| RUSSELL 2045 TARGET DATE RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 061 | Common Collective Trust | — | — | $11.2M | 4.3% | |
| T. Rowe Price Government Money Mutual fund ** 965 Self Directed Accounts Various stocks, mutual funds, unit trusts, cash | — | — | — | $10.0M | 3.9% | |
| RUSSELL INTERNATIONAL EQUITY RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 020 | Common Collective Trust | — | — | $8.9M | 3.5% | |
| RUSSELL STABLE VALUE FUND RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 012 | Common Collective Trust | — | — | $8.1M | 3.1% | |
| RUSSELL 2050 TARGET DATE RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 054 | Common Collective Trust | — | — | $7.1M | 2.7% | |
| RUSSELL BOND FUND RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 038 | Common Collective Trust | — | — | $6.9M | 2.7% | |
| RUSSELL BOND INDEX FUND RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 039 | Common Collective Trust | — | — | $5.6M | 2.2% | |
| RUSSELL 2055 TARGET DATE RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 074 | Common Collective Trust | — | — | $3.8M | 1.5% | |
| RUSSELL INTERNATIONAL EQ IND RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 049 | Common Collective Trust | — | — | $2.2M | 0.9% | |
| RUSSELL 2065 TARGET DATE RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 079 | Common Collective Trust | — | — | $1.3M | 0.5% | |
| RUSSELL 2060 TARGET DATE RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 078 | Common Collective Trust | — | — | $1.2M | 0.5% | |
| April 2042 - | — | — | — | $669K | 0.3% |
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