Jessica Lawton signed Lonza USA Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lonza USA Inc.'s EIN is 85-3984443.
Download the official 2024 Form 5500 (PDF) for Lonza USA Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lonza USA Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $944K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS | 36-4001764 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN INSTITUT IDX - INST PLS | Registered Investment Companies | — | — | $161.4M | 13.5% | |
| VANGUARD TARGET RET 2040 II VANGUARD FIDUCIARY TRUST · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $89.6M | 7.5% | |
| VAN TARGET RET 2050 TRUST II VANGUARD FIDUCIARY TRUST · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $82.4M | 6.9% | |
| VANGUARD TARGET RET INC II VANGUARD FIDUCIARY TRUST · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $79.1M | 6.6% | |
| VANGUARD TARGET RET 2030 II VANGUARD FIDUCIARY TRUST · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $71.8M | 6.0% | |
| FIDELITY CONTRAFUND K6 | Registered Investment Companies | — | — | $71.6M | 6.0% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $58.8M | 4.9% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $58.5M | 4.9% | |
| INVESCO STABLE VALUE A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $48.4M | 4.1% | |
| VAN MID-CAP INDEX - INST | Registered Investment Companies | — | — | $41.5M | 3.5% | |
| VAN TOTAL INTL STK IDX - INST | Registered Investment Companies | — | — | $40.3M | 3.4% | |
| VAN TOTAL BOND MKT IDX - INST | Registered Investment Companies | — | — | $37.8M | 3.2% | |
| T ROWE PRICE MID CAP VALUE I | Registered Investment Companies | — | — | $35.5M | 3.0% | |
| VANGUARD TARGET RET 2035 II VANGUARD FIDUCIARY TRUST · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $35.4M | 3.0% | |
| VAN SMALL CAP INDEX - INST | Registered Investment Companies | — | — | $34.8M | 2.9% | |
| VANGUARD TARGET RET 2020 II VANGUARD FIDUCIARY TRUST · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $32.8M | 2.7% | |
| VANGUARD TARGET RET 2060 II VANGUARD FIDUCIARY TRUST · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $30.7M | 2.6% | |
| VANGUARD TARGET RET 2055 II VANGUARD FIDUCIARY TRUST · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $28.5M | 2.4% | |
| VAN TARGET RET 2045 TRUST II VANGUARD FIDUCIARY TRUST · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $25.9M | 2.2% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $24.0M | 2.0% | |
| LOOMIS SAYLES SM CP VL N | Registered Investment Companies | — | — | $19.7M | 1.7% | |
| VANGUARD TARGET RET 2025 II VANGUARD FIDUCIARY TRUST · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $18.4M | 1.5% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $17.2M | 1.4% | |
| VANGUARD TARGET RET 2065 II VANGUARD FIDUCIARY TRUST · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $10.2M | 0.9% | |
| VAN TGT RET INC & GR TRUST II VANGUARD FIDUCIARY TRUST · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $7.0M | 0.6% | |
| VANGUARD TARGET RET 2070 II VANGUARD FIDUCIARY TRUST · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $826K | <0.1% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CONSULTANT |
| $110K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WISS & COMPANY LLP | 22-1732349 | — | ACCOUNTANT | $30K | — |
