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Original filing (PDF)20251014135944NAL0004157904001
LA-Z-BOY INCORPORATED
Form 5500
FILING_RECEIVED
LA-Z-BOY INCORPORATED RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
6,609
Accounts w/ balance
10,160
Plan assets (EOY)
$351.3M
Net assets (EOY)
$351.3M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — 114% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LA-Z-BOY INCORPORATED.
Plan sponsor
Name
LA-Z-BOY INCORPORATED
EIN
38-0751137
Address
ONE LA-Z-BOY DRIVE · MONROE, MI · 48162
Phone
(734) 242-1444
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
015
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $646K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCATON INVESTMENT ADVISORS, LLC | 04-3638035 | — | CONSULTANT | $93K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT | $12K | — |
Investments
28 direct securities · 1 pooled fund· $360.8M(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
$325.2M
28 holdings
Common Collective Trust
$35.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Equity 500 Index K | — | — | — | $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 | — | — | — | $28.7M | 8.2% | |
| Vanguard 2030 Target Retirement | — | — | — | $28.5M | 8.1% | |
| State Street Small/Middle Equity Index X | — | — | $19.3M | $23.9M | 6.8% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $23.3M | 6.6% | |
| American Europacific Growth R6 | — | — | — | $19.9M | 5.7% | |
| BlackRock Advantage SMID Cap Fund Class K | — | — | — | $16.4M | 4.7% | |
| State Street Aggregate Bond Index Fund K | — | — | $16.3M | $16.1M | 4.6% | |
| State Street Global All Cap Equity Ex K | — | — | — | $15.0M | 4.3% | |
| Dodge & Cox Stock Class X | — | — | — | $14.8M | 4.2% | |
| PGIM Core Bond Fund Class R6 | — | — | — | $12.8M | 3.7% | |
| Vanguard 2050 Target Retirement | — | — | — | $12.6M | 3.6% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | — | — | — | $9.9M | 2.8% | |
| LOAN FUND LOANS | — | — | $9.9M | $9.9M | 2.8% | |
| La-Z-Boy Incorporated Common Stock | — | — | — | $8.4M | 2.4% | |
| Vanguard 2020 Target Retirement | — | — | — | $8.4M | 2.4% | |
| Vanguard 2035 Target Retirement | — | — | — | $6.4M | 1.8% | |
| Vanguard 2025 Target Retirement | — | — | — | $6.3M | 1.8% | |
| Vanguard 2055 Target Retirement | — | — | — | $3.8M | 1.1% | |
| Vanguard 2045 Target Retirement | — | — | — | $3.6M | 1.0% | |
| Vanguard Target Income Retirement | — | — | $2.5M | $2.6M | 0.7% | |
| PIMCO Income Fund Institutional Share Class | — | — | $1.1M | $1.1M | 0.3% | |
| Vanguard 2060 Target Retirement | — | — | — | $526K | 0.1% | |
| BLF FEDFUND MONEY MARKET | — | — | $146K | $146K | <0.1% | |
| Vanguard 2065 Target Retirement | — | — | — | $144K | <0.1% | |
| Vanguard 2070 Target Retirement | — | — | — | $50K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | — | — | $7K | $7K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | — | — | $2K | $2K | <0.1% |