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Original filing (PDF)20260212130413NAL0000154354001
LAWRENCE HALL
Form 5500
FILING_RECEIVED
LAWRENCE HALL RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
Late filing · 2.9 mo94% in single holding
Active participants
12
Accounts w/ balance
—
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
88
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Filed 2.9 months past the 10.5-month grace window.
- Top holding "Mutual of America Life Insurance Company Pension Money Market Fund" is 94% of plan.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAWRENCE HALL.
Plan sponsor
Name
LAWRENCE HALL
EIN
36-2167771
Address
4833 N FRANCISCO AVE · CHICAGO, IL · 606253640
Phone
(773) 769-3500
Industry
Health Care & Social Assistancesee 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
2026-02-12
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 direct security · 1 pooled fund· $1.4M(80% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$1.3M
1 holding
Uncategorized
$79K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PENSION MONEY MARKET MUTUAL OF AMERICA · EIN 13-1614299 / PN 001 | Pooled Separate Account | — | — | $1.3M | 75.5% | |
| General Account * Mutual of America Life Insurance Company Interest Accumulation Account | — | — | — | $79K | 4.4% |
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