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Original filing (PDF)20250707151037NAL0003918801001
LAWRENCE PAPER COMPANY
Form 5500
FILING_RECEIVED
LAWRENCE PAPER CO EMPLOYEES 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
325
Accounts w/ balance
313
Plan assets (EOY)
$32.9M
Net assets (EOY)
$32.9M
How this plan invests
This plan
37 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAWRENCE PAPER COMPANY.
Plan sponsor
Name
LAWRENCE PAPER COMPANY
EIN
48-0305740
Address
PO BOX 7190 · SHAWNEE MISSION, KS · 66207
Phone
(913) 648-5526
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-07
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
WENDLING NOE NELSON & JOHNSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | — | RECORDKEEPER | $26K | — |
| ASCENSUS | 11-3665754 | — | RECORDKEEPER | — | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TFB ADVISORS, LLC | 84-4383499 | — | ADVISORY SERVICES | $57K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TAX FAVORED BENEFITS, INC. | — | OVERLAND PARK, KS | THIRD PARTY ADMINISTRATO | $13K | — |
Investments
37 direct securities· $32.9M(100% of reported assets)
Uncategorized
$28.2M
36 holdings
Mutual Funds
$4.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Blue Chip Growth Inv N/A | Mutual Funds | — | — | $4.6M | 14.1% | |
| Vanguard Dividend Apprec Index Admiral N/A | — | — | — | $3.3M | 10.0% | |
| Vanguard 500 Index Admiral N/A | — | — | — | $3.1M | 9.5% | |
| Dodge & Cox Dodge & Cox Stock Fund N/A | — | — | — | $2.4M | 7.2% | |
| Vanguard Instl Target Retirement 2035 N/A | — | — | — | $1.9M | 5.7% | |
| Vanguard Small Cap Growth Index Admiral N/A | — | — | — | $1.7M | 5.3% | |
| Vanguard Cash Reserves Federal MM Admiral N/A | — | — | — | $1.6M | 5.0% | |
| Vanguard Mid Cap Value Index Admiral N/A | — | — | — | $1.3M | 4.1% | |
| Vanguard Mid Cap Growth Index Admiral N/A | — | — | — | $1.2M | 3.7% | |
| Vanguard Instl Target Retirement 2040 N/A | — | — | — | $1.1M | 3.2% | |
| Vanguard Instl Target Retirement 2030 N/A | — | — | — | $1.0M | 3.2% | |
| T. Rowe Price T. Rowe Price Overseas Stock Inv N/A | — | — | — | $913K | 2.8% | |
| Vanguard Small Cap Index Admiral N/A | — | — | — | $886K | 2.7% | |
| Dodge & Cox Dodge & Cox Balanced Fund N/A | — | — | — | $759K | 2.3% | |
| Vanguard Instl Target Retirement 2045 N/A | — | — | — | $705K | 2.1% | |
| Dodge & Cox Dodge & Cox Income Fund N/A | — | — | — | $696K | 2.1% | |
| Vanguard Mid Cap Index Admiral N/A | — | — | — | $688K | 2.1% | |
| Vanguard Instl Target Retirement 2055 N/A | — | — | — | $616K | 1.9% | |
| Vanguard GNMA Admiral N/A | — | — | — | $597K | 1.8% | |
| Vanguard Instl Target Retirement 2050 N/A | — | — | — | $585K | 1.8% | |
| DFA Inflation‐Protected Sec Port I N/A | — | — | — | $442K | 1.3% | |
| Vanguard Growth Index Admiral N/A | — | — | — | $441K | 1.3% | |
| American Funds American Funds New Perspective R6 N/A | — | — | — | $401K | 1.2% | |
| Vanguard Balanced Index Admiral N/A | — | — | — | $273K | 0.8% | |
| Vanguard Value Index Admiral N/A | — | — | — | $268K | 0.8% | |
| Vanguard Instl Target Retirement 2060 N/A | — | — | — | $223K | 0.7% | |
| Thompson Bond Fund N/A | — | — | — | $214K | 0.7% | |
| Vanguard Instl Target Retirement 2065 N/A | — | — | — | $198K | 0.6% | |
| American Funds American Funds New World R6 N/A | — | — | — | $169K | 0.5% | |
| Vanguard Small Cap Value Index Admiral N/A | — | — | — | $123K | 0.4% | |
| Vanguard Developed Mkts Index Admiral N/A | — | — | — | $119K | 0.4% | |
| Vanguard Total Bond Market Index Admiral N/A | — | — | — | $108K | 0.3% | |
| Vanguard Instl Target Retirement 2025 N/A | — | — | — | $75K | 0.2% | |
| Vanguard Instl Target Retirement Income N/A | — | — | — | $32K | <0.1% | |
| Cash value of life insurance | — | — | — | $8K | <0.1% | |
| Vanguard Instl Target Retirement 2020 N/A | — | — | — | $7K | <0.1% | |
| Vanguard Instl Target Retirement 2070 N/A | — | — | — | $3K | <0.1% |