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Original filing (PDF)20250924142225NAL0007665041001
LOR, INC.
Form 5500
FILING_RECEIVED
LOR, INC. 401(K) PLAN
401(k) retirement plan
Active participants
600
Accounts w/ balance
734
Plan assets (EOY)
$70.4M
Net assets (EOY)
$70.4M
How this plan invests
This plan
26 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 LOR, INC..
Plan sponsor
Name
LOR, INC.
EIN
58-1317627
Address
1908 CLIFF VALLEY WAY, NE · ATLANTA, GA · 30329
Phone
(404) 486-5600
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2U · Association Retirement Plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WINDHAM BRANNON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $69K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $38K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $25K | — |
Investments
26 direct securities· $67.8M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANG GROWTH IDX ADM | — | 68,388.57 | $6.7M | $14.4M | 20.5% | |
| VANG VALUE IDX ADM | — | 105,244.61 | $4.7M | $7.0M | 9.9% | |
| EMP GUARANTEED INC | — | 170,326.6 | $5.8M | $6.4M | 9.1% | |
| PGIM TOTAL RTN BD R6 | — | 434,985.48 | $5.7M | $5.2M | 7.3% | |
| AF BALANCED R6 | — | 117,828.02 | $3.6M | $4.0M | 5.7% | |
| AF EUROPAC GROWTH R6 | — | 71,962.17 | $3.8M | $3.9M | 5.5% | |
| VANG 500 INDEX ADM | — | 7,029.1 | $2.7M | $3.8M | 5.4% | |
| VANG MDCPGR IDX ADM | — | 27,290.93 | $1.8M | $3.0M | 4.2% | |
| TRP NEW HORIZONS | — | 49,710.82 | $2.9M | $2.8M | 3.9% | |
| VANG MDCPVAL IDX ADM | — | 26,802.92 | $1.7M | $2.2M | 3.2% | |
| BLKRK LP IDX 2035 K | — | 104,852.29 | $1.8M | $2.0M | 2.8% | |
| FID REAL ESTATE INVS | — | 44,256.9 | $1.8M | $1.7M | 2.4% | |
| UM BEHAVIORAL VAL R6 | — | 20,164.76 | $1.4M | $1.7M | 2.4% | |
| * FID EMERGING MKTS K | — | 44,175.3 | $1.5M | $1.7M | 2.4% | |
| BLKRK LP IDX RTMT K | — | 108,069.27 | $1.5M | $1.5M | 2.1% | |
| VANG DEV MKT IDX ADM | — | 74,496.75 | $1.1M | $1.1M | 1.6% | |
| BLKRK LP IDX 2045 K | — | 45,014.38 | $869K | $1000K | 1.4% | |
| BLKRK LP IDX 2055 K | — | 31,521.53 | $640K | $759K | 1.1% | |
| BLKRK LP IDX 2030 K | — | 40,882.35 | $636K | $698K | 1.0% | |
| BLKRK LP IDX 2050 K | — | 28,804.08 | $559K | $669K | 1.0% | |
| * FID SM CAP IDX | — | 21,140.93 | $532K | $585K | 0.8% | |
| BLKRK LP IDX 2040 K | — | 27,865.73 | $499K | $570K | 0.8% | |
| BLKRK LP IDX 2060 K | — | 26,225.57 | $474K | $566K | 0.8% | |
| * FID MID CAP IDX | — | 9,107.89 | $241K | $308K | 0.4% | |
| BLKRK LP IDX 2065 K | — | 13,387.95 | $176K | $203K | 0.3% | |
| VANG SMCP GR IDX ADM | — | 1,026.64 | $91K | $101K | 0.1% |
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