JOSH Stone signed Lawton Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lawton Group LLC's EIN is 20-2867124.
Download the official 2024 Form 5500 (PDF) for Lawton Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lawton Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Funds T. Rowe Price Blue Chip Growth R Fund | Other securities | — | — | $651K | 19.0% | |
| PRIN LGCAP S&P 500 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $396K | 11.5% | |
| PRIN LIFETIME HYBR 2035 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $388K | 11.3% | |
| PRIN LIFETIME HYBR 2045 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $310K | 9.0% | |
| PRIN LIFETIME HYBR 2040 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $299K | 8.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $250K | 7.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $218K | 6.4% | |
| Victory Funds Victory Sycamore Established Value R Fund | Other securities | — | — | $171K | 5.0% | |
| PRIN LIFETIME HYBR 2025 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $149K | 4.3% | |
| PRIN SMALLCAP GROWTH I SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $123K | 3.6% | |
| PRIN LIFETIME HYBR 2030 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $118K | 3.4% | |
| Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $76K | 2.2% | |
| PIN LIFETIME HYBR 2065 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $66K | 1.9% | |
| PRIN LIFETIME HYBR 2060 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $55K | 1.6% | |
| Fidelity Investments Fidelity Advisor High Income Advantage M Fund | Mutual Funds | — | — | $38K | 1.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $27K | 0.8% | |
| American Funds Service Company American Funds New Perspective R3 Fund | Mutual Funds | — | — | $22K | 0.6% | |
| American Funds Service Company American Funds New World R3 Fund | Mutual Funds | — | — | $21K | 0.6% | |
| PRIN LIFETIME HYB 2070 CIT Z85 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $20K | 0.6% | |
| PGIM Investments PGIM Total Return Bond R Fund | Other securities | — | — | $15K | 0.4% | |
| MassMutual Financial Group MassMutual Select Mid Cap Growth R3 II Fund | Common Stocks | — | — | $10K | 0.3% | |
| PRIN SMCAP S&P 600 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $7K | 0.2% | |
| PRIN INTL I SEPARATE ACCT-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | — | $133 | <0.1% | |
| PRIN MIDCAP S&P 400 INDEX SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $26 | <0.1% | |
| PRIN SMALLCAP VALUE II SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $3 | <0.1% | |
| PRIN REAL ESTATE SECS SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN EQUITY INCOME SA-R3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCBEE & CO, PC | 03-0494890 | — | ACCOUNTANT | $12K | — |
| NOVA 401(K) ASSOCIATES | 20-1181458 | — | ACCOUNTANT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TBS AGENCY INC | 52-1473914 | — | OTHER SERVICES | $0 | — |
