Back to filter
Original filing (PDF)20251014093933NAL0001186067001
LAWTER, INC.
Form 5500
FILING_RECEIVED
LAWTER, INC. 401(K) PLAN
401(k) retirement plan
Active participants
103
Accounts w/ balance
109
Plan assets (EOY)
$16.9M
Net assets (EOY)
$16.9M
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 (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAWTER, INC..
Plan sponsor
Name
LAWTER, INC.
EIN
27-4124241
Address
2531 TECHNOLOGY DRIVE · SUITE 309 · ELGIN, IL · 60124
Phone
(312) 662-5715
Industry
Manufacturingsee all
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)
Auditor
MILLER COOPER & CO., LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| 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.
Uncategorized
$17.0M
31 holdings
Common Collective Trust
$1.2M
1 holding
Mutual Funds
$59K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Growth Company Fund Class K | — | — | — | $2.2M | 13.3% | |
| Fidelity Investments Fidelity Freedom 2030 Fund Class K | — | — | — | $1.8M | 10.7% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $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 | — | — | — | $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 | — | — | — | $1.0M | 6.0% | |
| Fidelity Investments Fidelity Freedom 2045 Fund Class K | — | — | — | $991K | 5.9% | |
| Fidelity Investments Fidelity Freedom 2035 Fund Class K | — | — | — | $962K | 5.7% | |
| Fidelity Investments Fidelity OTC Portfolio Class K | — | — | — | $958K | 5.7% | |
| Fidelity Investments Fidelity Freedom 2040 Fund Class K | — | — | — | $882K | 5.2% | |
| Fidelity Investments Fidelity Diversified International Fund Class K | — | — | — | $726K | 4.3% | |
| Fidelity Investments Fidelity Freedom 2050 Fund Class K | — | — | — | $642K | 3.8% | |
| Notes receivable from participants Interest ranging from 4.25%-9.50% - | — | — | — | $413K | 2.4% | |
| Fidelity Investments Fidelity Extended Market Index Fund | — | — | — | $397K | 2.3% | |
| Fidelity Investments Fidelity Freedom 2055 Fund Class K | — | — | — | $381K | 2.2% | |
| Fidelity Investments Fidelity Equity Income Fund Class K | — | — | — | $338K | 2.0% | |
| Fidelity Investments Fidelity Low Priced Stock Class K | — | — | — | $338K | 2.0% | |
| Fidelity Investments Fidelity Stock Selector Small Cap Fund | — | — | — | $321K | 1.9% | |
| Invesco Discovery Mid Cap Growth Fund | — | — | — | $253K | 1.5% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $214K | 1.3% | |
| Carillon Scout Carillon Scout Mid Cap I | — | — | — | $203K | 1.2% | |
| Fidelity Investments Fidelity Freedom 2025 Fund Class K | — | — | — | $185K | 1.1% | |
| Fidelity Investments Fidelity Freedom 2020 Fund Class K | — | — | — | $179K | 1.1% | |
| Hartford Small Cap Growth Fund Class Y | — | — | — | $151K | 0.9% | |
| American Beacon American Beacon International Equity Fund | — | — | — | $136K | 0.8% | |
| Fidelity Investments Fidelity Freedom 2060 Fund Class K | — | — | — | $91K | 0.5% | |
| Neuerger Berman Neuberger Berman Guardian Fund Class Trust | — | — | — | $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 | — | — | — | $56K | 0.3% | |
| Fidelity Investments Fidelity Freedom 2015 Fund Class K | — | — | — | $34K | 0.2% | |
| Fidelity Investments Fidelity Total Bond | — | — | — | $17K | 0.1% | |
| Fidelity Investments Fidelity Freedom Income Fund Class K | — | — | — | $7K | <0.1% | |
| Fidelity Investments Fidelity International Index | — | — | — | $4K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Manufacturing plans
CLEARON CORPORATION
CLEARON CORPORATION EMPLOYEES' PENSION PLAN
$17.3M · 11 participants
PROMAN USA INC.
PROMAN USA 401K PLAN
$17.6M · 87 participants
3V SIGMA USA INC.
3V SIGMA USA INC. PROFIT SHARING / 401K PLAN
$17.6M · 162 participants
OMNI SPECIALTY PACKAGING, INC.
OMNI SPECIALTY PACKAGING, INC. 401(K) PLAN
$17.7M · 283 participants
TJL INDUSTRIES INC
TJL INDUSTRIES INC 401(K) PROFIT SHARING PLAN & TRUST
$16.1M · 278 participants
BRASKEM AMERICA, INC.
NOVAMONT RETIREMENT SAVINGS PLAN
$16.1M · 88 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B