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Original filing (PDF)20251015114356NAL0006144288001
LAURITZEN CORPORATION
Form 5500
FILING_RECEIVED
SAVINGS PLAN & TRUST AGREEMENT OF LAURITZEN CORPORATION AND RELATED COMPANIES
401(k) retirement plan
Active participants
518
Accounts w/ balance
603
Plan assets (EOY)
$93.6M
Net assets (EOY)
$93.6M
How this plan invests
This plan
10 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAURITZEN CORPORATION.
Plan sponsor
Name
LAURITZEN CORPORATION
EIN
47-0444651
Address
1620 DODGE STREET, STOP 3390 · OMAHA, NE · 68197
Phone
(402) 341-2535
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
334
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2X · Other multiple-employer DC plan
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORDKEEPER | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 22-1862786 | — | NONE | $23K | — |
Investments
19 direct securities · 10 pooled funds· $91.9M(98% 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
$58.2M
19 holdings
Common Collective Trust
$33.8M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Institutional Index Instl Fund, 28,683 shares | — | — | $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 | — | — | $58K | $6.1M | 6.5% | |
| Goldman Sachs & Co. Financial Square Government Institutional, 5,248,872 shares | — | — | $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 | — | — | $39K | $5.0M | 5.3% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Dividend Growth Fund, 52,087 shares | — | — | $52K | $4.0M | 4.3% | |
| American Century Investment Services, Inc. American Century Equity Income R6 Fund, 424,656 Shares | — | — | $425K | $3.6M | 3.8% | |
| Vanguard Group Vanguard Total Bond Market Index Adm Fund, 355,179 shares | — | — | $355K | $3.4M | 3.6% | |
| Oppenheimer Invesco Discovery Mid Cap Growth R6, 92,181 shares | — | — | $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 | — | — | $264K | $2.5M | 2.6% | |
| Vanguard Group Vanguard Russell 2000 Index Instl Fund, 6,964 shares | — | — | $7K | $2.4M | 2.5% | |
| First National Bank of Omaha Tributary Small Companies Fund, 67,144 shares | — | — | $67K | $2.1M | 2.2% | |
| Vanguard Group Vanguard Emt Inls Fund, 11,999 shares | — | — | $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 | — | — | $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 | — | — | $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 | — | — | $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 | — | — | $52K | $651K | 0.7% | |
| 8.50% with maturities through November 2037 | — | — | — | $487K | 0.5% | |
| Oppenheimer Invesco Developing Markets R6 Fund, 8,910 shares | — | — | $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 - | — | — | — | $28K | <0.1% |