Daniel Caldwell signed Lauritzen Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lauritzen Corporation's EIN is 47-0444651.
Download the official 2024 Form 5500 (PDF) for Lauritzen Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lauritzen Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 22-1862786 | — | NONE | $23K | — |
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORDKEEPER | $8K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Institutional Index Instl Fund, 28,683 shares | Mutual Funds | — | $29K | $13.7M | 14.7% | |
| VOYA TARGET RETIREMENT 2035 TRUST F VOYA · EIN 06-1440627 / PN 106 | Common Collective Trust | — | $998K | $12.5M | 13.3% | |
| VOYA TARGET RETIREMENT 2025 TRUST F VOYA · EIN 06-1440627 / PN 104 | Common Collective Trust | — | $686K | $8.1M | 8.7% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Growth Stock I Fund, 57,841 shares | Common Stocks | — | $58K | $6.1M | 6.5% | |
| Goldman Sachs & Co. Financial Square Government Institutional, 5,248,872 shares | Common Stocks | — | $5.2M | $5.2M | 5.6% | |
| VOYA TARGET RETIREMENT 2045 TRUST F VOYA · EIN 06-1440627 / PN 108 | Common Collective Trust | — | $388K | $5.1M | 5.4% | |
| Vanguard Group Vanguard Total International Stock Index Admiral Fund, 39,225 shares | Mutual Funds | — | $39K | $5.0M | 5.3% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Dividend Growth Fund, 52,087 shares | Common Stocks | — | $52K | $4.0M | 4.3% | |
| American Century Investment Services, Inc. American Century Equity Income R6 Fund, 424,656 Shares | Common Stocks | — | $425K | $3.6M | 3.8% | |
| Vanguard Group Vanguard Total Bond Market Index Adm Fund, 355,179 shares | Mutual Funds | — | $355K | $3.4M | 3.6% | |
| Oppenheimer Invesco Discovery Mid Cap Growth R6, 92,181 shares | Mutual Funds | — | $92K | $3.2M | 3.4% | |
| VOYA TARGET RETIREMENT 2055 TRUST F VOYA · EIN 06-1440627 / PN 110 | Common Collective Trust | — | $194K | $2.6M | 2.7% | |
| Federated Investors, Inc. Federated Hermes Total Return Bond R6, 264,153 shares | Common Stocks | — | $264K | $2.5M | 2.6% | |
| Vanguard Group Vanguard Russell 2000 Index Instl Fund, 6,964 shares | Common Collective Trusts | — | $7K | $2.4M | 2.5% | |
| First National Bank of Omaha Tributary Small Companies Fund, 67,144 shares | Other securities | — | $67K | $2.1M | 2.2% | |
| Vanguard Group Vanguard Emt Inls Fund, 11,999 shares | Mutual Funds | — | $12K | $1.7M | 1.8% | |
| VOYA TARGET RETIREMENT 2030 TRUST F VOYA · EIN 06-1440627 / PN 105 | Common Collective Trust | — | $138K | $1.7M | 1.8% | |
| First National Bank of Omaha Tributary Short/Intermediate Bond Fund, 175,613 shares | Other securities | — | $176K | $1.6M | 1.7% | |
| VOYA TARGET RETIREMENT 2040 TRUST F VOYA · EIN 06-1440627 / PN 107 | Common Collective Trust | — | $110K | $1.4M | 1.5% | |
| First National Bank of Omaha Tributary Balanced Fund, 65,796 shares | Other securities | — | $66K | $1.3M | 1.4% | |
| VOYA TARGET RETIREMENT INCOME TRST VOYA · EIN 06-1440627 / PN 103 | Common Collective Trust | — | $102K | $1.2M | 1.2% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Mid-Cap Value I Fund, 30,081 shares | Common Stocks | — | $30K | $958K | 1.0% | |
| VOYA TARGET RETIREMENT 2060 TRUST F VOYA · EIN 06-1440627 / PN 111 | Common Collective Trust | — | $51K | $668K | 0.7% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Overseas Stock I Fund, 51,923 shares | Common Stocks | — | $52K | $651K | 0.7% | |
| 8.50% with maturities through November 2037 | Bonds / Notes | — | — | $487K | 0.5% | |
| Oppenheimer Invesco Developing Markets R6 Fund, 8,910 shares | Mutual Funds | — | $9K | $339K | 0.4% | |
| VOYA TARGET RETIREMENT 2065 TRUST F VOYA · EIN 06-1440627 / PN 112 | Common Collective Trust | — | $25K | $336K | 0.4% | |
| VOYA TARGET RETIREMENT 2050 TRUST F VOYA · EIN 06-1440627 / PN 109 | Common Collective Trust | — | $23K | $301K | 0.3% | |
| 2023 participant contribution transferred late to the Plan - | Other securities | — | — | $28K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
