Back to filter
Original filing (PDF)20251015105702NAL0004346609001
LAWRENCE COMPANIES
Form 5500
FILING_RECEIVED
LAWRENCE COMPANIES, INC. EMPLOYEE RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
245
Accounts w/ balance
318
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
How this plan invests
This plan
17 pooled trusts
Schedule D
28 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 LAWRENCE COMPANIES.
Plan sponsor
Name
LAWRENCE COMPANIES
EIN
46-5759341
Address
872 LEE HIGHWAY · ROANOKE, VA · 24019
Phone
(540) 966-4466
Industry
Transportation & Warehousingsee 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
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BROWN EDWARDS & COMPANY, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $38K | — |
| ONE DIGITAL INVESTMENT ADVISORS. | — | DALLAS, TX | NONE | $21K | — |
Investments
11 direct securities · 17 pooled funds· $9.5M(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.
Common Collective Trust
$6.1M
17 holdings
Uncategorized
$3.4M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.2M | 22.8% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 390 | Common Collective Trust | — | — | $1.8M | 18.5% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 384 | Common Collective Trust | — | — | $1.4M | 15.2% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 378 | Common Collective Trust | — | — | $608K | 6.4% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE · EIN 32-6199795 / PN 372 | Common Collective Trust | — | — | $409K | 4.3% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $363K | 3.8% | |
| American Century Growth R6 American Century 0 | — | — | — | $326K | 3.4% | |
| AM1 DOMESTIC EQUITY ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $293K | 3.1% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 363 | Common Collective Trust | — | — | $231K | 2.4% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 396 | Common Collective Trust | — | — | $219K | 2.3% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $205K | 2.2% | |
| Dodge & Cox Income X Dodge & Cox 0 | — | — | — | $190K | 2.0% | |
| Fidelity International Index Fidelity 0 | — | — | — | $171K | 1.8% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 399 | Common Collective Trust | — | — | $152K | 1.6% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $152K | 1.6% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $131K | 1.4% | |
| AM1 CORE FIXED INCOME CL 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $125K | 1.3% | |
| AM1 INCOME ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $89K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 393 | Common Collective Trust | — | — | $88K | 0.9% | |
| AM1 INTERNATIONAL EQUITY ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $85K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 387 | Common Collective Trust | — | — | $85K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 381 | Common Collective Trust | — | — | $66K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE · EIN 85-1763138 / PN 131 | Common Collective Trust | — | — | $53K | 0.6% | |
| (CL) Invesco Discovery R6 Invesco 0 | — | — | — | $48K | 0.5% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | — | — | — | $37K | 0.4% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $9K | <0.1% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $6K | <0.1% | |
| AM1 PORTFOLIO DIVERSIFIERS ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% |