How big is Lawter, Inc.'s plan?

Lawter, Inc.'s plan reported $16.9M in assets and 103 participants for 2024.

Original filing (PDF)20251014093933NAL0001186067001

Lawter, Inc.

Name: Lawter, Inc. — Lawter, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Lawter, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lawter, Inc. 401(k) Plan

401(k) retirement plan · Lawter, Inc.'s Lawter, Inc. 401(k) Plan held $16.9M in plan assets for 103 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

High average account balance

Active participants

103

Accounts w/ balance

109

Plan assets (EOY)

$16.9M

Net assets (EOY)

$16.9M

People on this filing

Hayley Zotos signed Lawter, Inc.'s 2024 Form 5500 as plan administrator.

Hayley Zotos — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lawter, Inc.'s EIN is 27-4124241.

EIN 27-4124241

Plan number 001

Plan year 2024

ACK ID 20251014093933NAL0001186067001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lawter, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lawter, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (90th percentile).
High average account balance (90th percentile).

Plan sponsor

Name

LAWTER, INC.

EIN

all filings

Address

2531 TECHNOLOGY DRIVE · SUITE 309 · ELGIN, IL · 60124

Phone

(312) 662-5715

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

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

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$3K	—

Investments

32 direct securities · 1 pooled fund· $18.2M(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.

Mutual Funds

$12.5M

23 holdings

Common Collective Trusts

$2.2M

3 holdings

Stable Value

$1.3M

1 holding

Common Collective Trust

$1.2M

1 holding

Other securities

$565K

4 holdings

Bonds / Notes

$413K

1 holding

					% of plan
Fidelity Investments Fidelity Growth Company Fund Class K	Mutual Funds	—	—	$2.2M	13.3%
Fidelity Investments Fidelity Freedom 2030 Fund Class K	Mutual Funds	—	—	$1.8M	10.7%
Fidelity Investments Fidelity 500 Index	Common Collective Trusts	—	—	$1.6M	9.6%
Fidelity Investments Fidelity Freedom 2070 Fund Class K ** 288 * Stable Value Collective Trust Fund (held by Fidelity Management Trust Company) * Fidelity Investments Fidelity Group Trust Managed Income Portfolio	Stable Value	—	—	$1.3M	7.7%
MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$1.2M	7.3%
Fidelity Investments Fidelity Government Money Market Fund	Mutual Funds	—	—	$1.0M	6.0%
Fidelity Investments Fidelity Freedom 2045 Fund Class K	Mutual Funds	—	—	$991K	5.9%
Fidelity Investments Fidelity Freedom 2035 Fund Class K	Mutual Funds	—	—	$962K	5.7%
Fidelity Investments Fidelity OTC Portfolio Class K	Mutual Funds	—	—	$958K	5.7%
Fidelity Investments Fidelity Freedom 2040 Fund Class K	Mutual Funds	—	—	$882K	5.2%
Fidelity Investments Fidelity Diversified International Fund Class K	Mutual Funds	—	—	$726K	4.3%
Fidelity Investments Fidelity Freedom 2050 Fund Class K	Mutual Funds	—	—	$642K	3.8%
Notes receivable from participants Interest ranging from 4.25%-9.50% -	Bonds / Notes	—	—	$413K	2.4%
Fidelity Investments Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$397K	2.3%
Fidelity Investments Fidelity Freedom 2055 Fund Class K	Mutual Funds	—	—	$381K	2.2%
Fidelity Investments Fidelity Equity Income Fund Class K	Mutual Funds	—	—	$338K	2.0%
Fidelity Investments Fidelity Low Priced Stock Class K	Mutual Funds	—	—	$338K	2.0%
Fidelity Investments Fidelity Stock Selector Small Cap Fund	Mutual Funds	—	—	$321K	1.9%
Invesco Discovery Mid Cap Growth Fund	Mutual Funds	—	—	$253K	1.5%
Fidelity Investments Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$214K	1.3%
Carillon Scout Carillon Scout Mid Cap I	Other securities	—	—	$203K	1.2%
Fidelity Investments Fidelity Freedom 2025 Fund Class K	Mutual Funds	—	—	$185K	1.1%
Fidelity Investments Fidelity Freedom 2020 Fund Class K	Mutual Funds	—	—	$179K	1.1%
Hartford Small Cap Growth Fund Class Y	Other securities	—	—	$151K	0.9%
American Beacon American Beacon International Equity Fund	Other securities	—	—	$136K	0.8%
Fidelity Investments Fidelity Freedom 2060 Fund Class K	Mutual Funds	—	—	$91K	0.5%
Neuerger Berman Neuberger Berman Guardian Fund Class Trust	Other securities	—	—	$76K	0.4%
s (held by Fidelity Management Trust Company) American Century American Century Small Cap Value R6	Mutual Funds	—	—	$59K	0.3%
Fidelity Investments Fidelity Freedom 2065 Fund Class K	Mutual Funds	—	—	$56K	0.3%
Fidelity Investments Fidelity Freedom 2015 Fund Class K	Mutual Funds	—	—	$34K	0.2%
Fidelity Investments Fidelity Total Bond	Mutual Funds	—	—	$17K	0.1%
Fidelity Investments Fidelity Freedom Income Fund Class K	Mutual Funds	—	—	$7K	<0.1%
Fidelity Investments Fidelity International Index	Mutual Funds	—	—	$4K	<0.1%