SARA Platz signed La-Z-BOY Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
La-Z-BOY Incorporated's EIN is 38-0751137.
Download the official 2024 Form 5500 (PDF) for La-Z-BOY Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)La-Z-BOY Incorporated'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $646K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCATON INVESTMENT ADVISORS, LLC | 04-3638035 | — | CONSULTANT | $93K | — |
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.
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 |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street Equity 500 Index K | Common Collective Trusts | — | — | $51.8M | 14.7% | |
| GALLIARD STABLE RETURN FUND CLASS Q SEI TRUST COMPANY · EIN 52-2250959 / PN 001 | Common Collective Trust | — | — | $35.6M | 10.1% | |
| Vanguard 2040 Target Retirement | Mutual Funds | — | — | $28.7M | 8.2% | |
| Vanguard 2030 Target Retirement | Mutual Funds | — | — | $28.5M | 8.1% | |
| State Street Small/Middle Equity Index X | Common Collective Trusts | — | $19.3M | $23.9M | 6.8% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $23.3M | 6.6% | |
| American Europacific Growth R6 | Other securities | — | — | $19.9M | 5.7% | |
| BlackRock Advantage SMID Cap Fund Class K | Other securities | — | — | $16.4M | 4.7% | |
| State Street Aggregate Bond Index Fund K | Common Collective Trusts | — | $16.3M | $16.1M | 4.6% | |
| State Street Global All Cap Equity Ex K | Other securities | — | — | $15.0M | 4.3% | |
| Dodge & Cox Stock Class X | Mutual Funds | — | — | $14.8M | 4.2% | |
| PGIM Core Bond Fund Class R6 | Other securities | — | — | $12.8M | 3.7% | |
| Vanguard 2050 Target Retirement | Mutual Funds | — | — | $12.6M | 3.6% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | Bonds / Notes | — | — | $9.9M | 2.8% | |
| LOAN FUND LOANS | Other securities | — | $9.9M | $9.9M | 2.8% | |
| La-Z-Boy Incorporated Common Stock | Common Stocks | — | — | $8.4M | 2.4% | |
| Vanguard 2020 Target Retirement | Mutual Funds | — | — | $8.4M | 2.4% | |
| Vanguard 2035 Target Retirement | Mutual Funds | — | — | $6.4M | 1.8% | |
| Vanguard 2025 Target Retirement | Mutual Funds | — | — | $6.3M | 1.8% | |
| Vanguard 2055 Target Retirement | Mutual Funds | — | — | $3.8M | 1.1% | |
| Vanguard 2045 Target Retirement | Mutual Funds | — | — | $3.6M | 1.0% | |
| Vanguard Target Income Retirement | Mutual Funds | — | $2.5M | $2.6M | 0.7% | |
| PIMCO Income Fund Institutional Share Class | Mutual Funds | — | $1.1M | $1.1M | 0.3% | |
| Vanguard 2060 Target Retirement | Mutual Funds | — | — | $526K | 0.1% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $146K | $146K | <0.1% | |
| Vanguard 2065 Target Retirement | Mutual Funds | — | — | $144K | <0.1% | |
| Vanguard 2070 Target Retirement | Mutual Funds | — | — | $50K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | Other securities | — | $7K | $7K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $2K | $2K | <0.1% |
