Dana Holsten signed Lawrence Group People, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lawrence Group People, LLC's EIN is 26-2962674.
Download the official 2024 Form 5500 (PDF) for Lawrence Group People, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lawrence Group People, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAWTHORNE FINANCIAL, LLC | — | CLAYTON, MO | NONE | $29K | — |
| CHARLES SCHWAB TRUST BANK |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Life Strat Mod Growth Fund | Mutual Funds | — | — | $5.7M | 25.2% | |
| SCHWAB INDEXED RET TRUST FD 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $3.1M | 13.9% | |
| Vanguard Life Strategy Growth Fund | Mutual Funds | — | — | $2.2M | 9.9% | |
| SCHWAB INDEXED RET TRUST FD 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $2.0M | 9.1% | |
| Vanguard 500 Index Fund Admiral | Common Collective Trusts | — | — | $1.1M | 4.9% | |
| SCHWAB INDEXED RET TRUST FD 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $1.1M | 4.8% | |
| Harbor Capital Appreciation FD Instl | Other securities | — | — | $1.1M | 4.7% | |
| SCHWAB INDEXED RET TRUST FD 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $787K | 3.5% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $734K | 3.3% | |
| SCHWAB INDEXED RET TRUST FD 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $621K | 2.8% | |
| Vanguard International Stock Index Fund | Common Collective Trusts | — | — | $466K | 2.1% | |
| DFA US Small Cap Value Port | Mutual Funds | — | — | $457K | 2.0% | |
| SCHWAB INDEXED RET TRUST FD 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $411K | 1.8% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $288K | 1.3% | |
| Prudential Jennison Mid-Cap Value Fund | Other securities | — | — | $281K | 1.3% | |
| SCHWAB INDEXED RET TRUST FD 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $228K | 1.0% | |
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $205K | 0.9% | |
| American Beacon Stephens Small | Other securities | — | — | $182K | 0.8% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $162K | 0.7% | |
| DFA Global Real Estate Sec Port | Mutual Funds | — | — | $151K | 0.7% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $145K | 0.6% | |
| American Funds Europacific Growth | Mutual Funds | — | — | $116K | 0.5% | |
| Vanguard Life Strategy Conserv Growth Fund | Mutual Funds | — | — | $114K | 0.5% | |
| CRM Mid Cap Value Fund Investor | Other securities | — | — | $95K | 0.4% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $93K | 0.4% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $63K | 0.3% | |
| SCHWAB INDEXED RET TRUST FD 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $55K | 0.2% | |
| DFA Emerging Markets Value Port Instl | Mutual Funds | — | — | $49K | 0.2% | |
| SCHWAB INDEXED RET TRUST FD 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $49K | 0.2% | |
| Vanguard Life Strategy Income Fund | Mutual Funds | — | — | $34K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-3967259 |
| — |
| NONE |
| $0 |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
