How big is G. M. Lawrence & Co.'s plan?

G. M. Lawrence & Co.'s plan reported $96.2M in assets and 942 participants for 2024.

Original filing (PDF)20251015152830NAL0002669827001

G. M. Lawrence & Co.

Name: G. M. Lawrence & Co. — The Lawrence Group Companies, Form 5500 (2024)
Creator: G. M. Lawrence & Co.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Lawrence Group Companies 401(k) Plan

401(k) retirement plan · G. M. Lawrence & Co.'s The Lawrence Group Companies 401(k) Plan held $96.2M in plan assets for 942 participants in 2024, with Empower as recordkeeper.

Signals · 3

Late participant contributions99% in single holding6 service providers

Active participants

942

Accounts w/ balance

1,104

Plan assets (EOY)

$96.2M

Net assets (EOY)

$96.2M

People on this filing

Patrick Scruggs signed G. M. Lawrence & Co.'s 2024 Form 5500 as plan administrator.

Patrick Scruggs — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

G. M. Lawrence & Co.'s EIN is 46-4308986.

EIN 46-4308986

Plan number 001

Plan year 2024

ACK ID 20251015152830NAL0002669827001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for G. M. Lawrence & Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

G. M. Lawrence & Co.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for G. M. LAWRENCE & CO..

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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

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 172K (2% of contributions).
Total administrative cost in the bottom quartile of peers (21st percentile).

Plan sponsor

Name

G. M. LAWRENCE & CO.

EIN

all filings

Address

1201 DEMONBREUN STREET, SUITE 1460 · NASHVILLE, TN · 37203

Phone

(615) 257-7081

Industry

Commercial Banking· Finance & Insurance

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

2025-10-15

Pension benefit codes

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)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$13K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERCER GLOBAL ADVISORS INC	—	DENVER, CO	INVESTMENT ADVISOR	$68K

Investments

2 direct securities · 1 pooled fund· $170.1M(100% 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.

Other

$85.5M

2 holdings

Pooled Separate Account

$84.6M

1 holding

					% of plan
[Assets held in pooled separate account]	Other	—	—	$84.6M	88.0%
HARTFORD ADVANTAGE TK2 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000	Pooled Separate Account	—	—	$84.6M	88.0%
[Assets held in participant loans]	Other	—	—	$845K	0.9%