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Original filing (PDF)20251015130421NAL0002451331003
LATHROP GPM LLP
Form 5500
FILING_RECEIVED
LATHROP GPM LLP RETIREMENT PLAN AND TRUST
401(k) retirement plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
488
Accounts w/ balance
765
Plan assets (EOY)
$349.2M
Net assets (EOY)
$349.2M
How this plan invests
This plan
14 pooled trusts
Schedule D
48 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LATHROP GPM LLP.
Plan sponsor
Name
LATHROP GPM LLP
EIN
43-0948710
Address
2345 GRAND BOULEVARD, SUITE 2200 · KANSAS CITY, MO · 64108
Phone
(816) 292-2000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WHITE OAKS WEALTH ADVISORS | 41-1825080 | — | NONE | $92K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $72K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $49K | — |
| NORTHWESTERN MUTUAL LIFE INSURANCE | 39-0509570 | — | NONE | $15K | — |
| DAKOTA WEALTH LLC | 84-3173213 | — | NONE | $13K | — |
| RAYMOND JAMES & ASSOCIATES, INC | 59-1237041 | — | NONE | $12K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $8K | — |
| CORNERSTONE WEALTH | 42-1574360 | — | NONE | $8K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $6K | — |
Investments
29 direct securities · 14 pooled funds· $445.2M(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
$313.0M
27 holdings
Common Collective Trust
$127.8M
14 holdings
Mutual Funds
$4.2M
1 holding
PARTNERSHIP/JOINT VENTURE
$145K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab Personal Choice Retirement Accounts (Other Funds)(PCRA) | — | — | — | $63.7M | 18.2% | |
| PCRA Self-Directed Brokerage Account | — | — | — | $63.7M | 18.2% | |
| VANGUARD INSTITUTIONAL INDEX Registered Investment Company | — | — | — | $46.7M | 13.4% | |
| T. ROWE PRICE RET 2025 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $19.7M | 5.6% | |
| T ROWE PRICE RET 2025 TRUST F Common Collective Trust Fund | — | — | — | $19.7M | 5.6% | |
| T. ROWE PRICE RET 2030 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $18.6M | 5.3% | |
| T ROWE PRICE RET 2030 TRUST F Common Collective Trust Fund | — | — | — | $18.6M | 5.3% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $18.1M | 5.2% | |
| Harbor Funds Harbor Capital Appreciation Fund | — | — | — | $16.8M | 4.8% | |
| VANGUARD TOTAL BD MKT IDX INST Registered Investment Company | — | — | — | $16.7M | 4.8% | |
| T. ROWE PRICE RET 2035 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $16.2M | 4.6% | |
| T. ROWE PRICE RET 2040 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $16.0M | 4.6% | |
| American Funds American Funds American Balanced Fund Class R-6 | — | — | — | $15.9M | 4.6% | |
| T. ROWE PRICE RET 2045 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $14.9M | 4.3% | |
| JPMorgan Equity Income Fund Class R6 | — | — | — | $10.3M | 3.0% | |
| Vanguard Funds Vanguard Extended Market Index Fund Institutional Shares | — | — | — | $10.2M | 2.9% | |
| T. ROWE PRICE RET 2020 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $8.1M | 2.3% | |
| T. ROWE PRICE RET 2010 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $6.2M | 1.8% | |
| American Funds American Funds EuroPacific Growth Fund Class R-6 | — | — | — | $6.2M | 1.8% | |
| Fidelity Investments Fidelity Small Cap Growth Fund | — | — | — | $5.9M | 1.7% | |
| VANGUARD TOTAL INTL STK INSTL Registered Investment Company | — | — | — | $5.0M | 1.4% | |
| Allspring Funds Trust Allspring Special Small Cap Value Fund - Class A | Mutual Funds | — | — | $4.2M | 1.2% | |
| T. ROWE PRICE RET 2050 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $3.9M | 1.1% | |
| T. ROWE PRICE RET 2015 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $3.2M | 0.9% | |
| Dodge & Cox Dodge & Cox Income | — | — | — | $3.0M | 0.9% | |
| T. Rowe Price T. Rowe Price International Discovery Fund | — | — | — | $2.5M | 0.7% | |
| BlackRock Mid-Cap Growth Equity Portfolio | — | — | — | $2.2M | 0.6% | |
| MFS Mid Cap Value Fund Class R3 | — | — | — | $2.1M | 0.6% | |
| T. ROWE PRICE RET 2055 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.6% | |
| Participants Notes receivable with interest rates of 5.25% – 10.50% | — | — | — | $1.3M | 0.4% | |
| PARTICIPANT LOANS (5.25% - 10.50%) | — | — | — | $1.3M | 0.4% | |
| T. ROWE PRICE RET 2060 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $836K | 0.2% | |
| CASH VALUE OF LIFE INSURANCE Life Insurance | — | — | — | $506K | 0.1% | |
| Northwestern Mutual Northwestern Mutual - policy xxxxx882 | — | — | — | $167K | <0.1% | |
| INTERESTS Partnerships | PARTNERSHIP/JOINT VENTURE | — | — | $145K | <0.1% | |
| Life Insurance Northwestern Mutual Northwestern Mutual - policy xxxxx991 | — | — | — | $141K | <0.1% | |
| T. ROWE PRICE RET 2005 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $120K | <0.1% | |
| Partnerships Pegwelt Farms Pegwelt Farms LLC | — | — | — | $108K | <0.1% | |
| Northwestern Mutual Northwestern Mutual - policy xxxxx225 | — | — | — | $106K | <0.1% | |
| Northwestern Mutual Northwestern Mutual - policy xxxxx499 | — | — | — | $92K | <0.1% | |
| Ridgely Investments Ridgely Investments LLC | — | — | — | $37K | <0.1% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement 2065 Trust F | — | — | — | $32K | <0.1% | |
| T. ROWE PRICE RET 2065 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $32K | <0.1% |
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