Todd Rice signed LOR, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LOR, Inc.'s EIN is 58-1317627.
Download the official 2024 Form 5500 (PDF) for LOR, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LOR, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $38K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANG GROWTH IDX ADM | Common Collective Trusts | — | $6.7M | $14.4M | 20.5% | |
| VANG VALUE IDX ADM | Common Collective Trusts | — | $4.7M | $7.0M | 9.9% | |
| EMP GUARANTEED INC | Common Stocks | — | $5.8M | $6.4M | 9.1% | |
| PGIM TOTAL RTN BD R6 | Other securities | — | $5.7M | $5.2M | 7.3% | |
| AF BALANCED R6 | Other securities | — | $3.6M | $4.0M | 5.7% | |
| AF EUROPAC GROWTH R6 | Other securities | — | $3.8M | $3.9M | 5.5% | |
| VANG 500 INDEX ADM | Common Collective Trusts | — | $2.7M | $3.8M | 5.4% | |
| VANG MDCPGR IDX ADM | Common Collective Trusts | — | $1.8M | $3.0M | 4.2% | |
| TRP NEW HORIZONS | Other securities | — | $2.9M | $2.8M | 3.9% | |
| VANG MDCPVAL IDX ADM | Common Collective Trusts | — | $1.7M | $2.2M | 3.2% | |
| BLKRK LP IDX 2035 K | Common Collective Trusts | — | $1.8M | $2.0M | 2.8% | |
| FID REAL ESTATE INVS | Mutual Funds | — | $1.8M | $1.7M | 2.4% | |
| UM BEHAVIORAL VAL R6 | Other securities | — | $1.4M | $1.7M | 2.4% | |
| * FID EMERGING MKTS K | Mutual Funds | — | $1.5M | $1.7M | 2.4% | |
| BLKRK LP IDX RTMT K | Common Collective Trusts | — | $1.5M | $1.5M | 2.1% | |
| VANG DEV MKT IDX ADM | Common Collective Trusts | — | $1.1M | $1.1M | 1.6% | |
| BLKRK LP IDX 2045 K | Common Collective Trusts | — | $869K | $1000K | 1.4% | |
| BLKRK LP IDX 2055 K | Common Collective Trusts | — | $640K | $759K | 1.1% | |
| BLKRK LP IDX 2030 K | Common Collective Trusts | — | $636K | $698K | 1.0% | |
| BLKRK LP IDX 2050 K | Common Collective Trusts | — | $559K | $669K | 1.0% | |
| * FID SM CAP IDX | Common Collective Trusts | — | $532K | $585K | 0.8% | |
| BLKRK LP IDX 2040 K | Common Collective Trusts | — | $499K | $570K | 0.8% | |
| BLKRK LP IDX 2060 K | Common Collective Trusts | — | $474K | $566K | 0.8% | |
| * FID MID CAP IDX | Common Collective Trusts | — | $241K | $308K | 0.4% | |
| BLKRK LP IDX 2065 K | Common Collective Trusts | — | $176K | $203K | 0.3% | |
| VANG SMCP GR IDX ADM | Common Collective Trusts | — | $91K | $101K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $25K |
| — |
