Colleen Lorenz signed Lorenz Clinic LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lorenz Clinic LLC's EIN is 90-0678865.
Download the official 2024 Form 5500 (PDF) for Lorenz Clinic LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lorenz Clinic LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARLSON CAPITAL MANAGEMENT | — | NORTHFIELD, MN | NONE | $13K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | Mutual Funds | — | — | $577K | 28.2% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | Mutual Funds | — | — | $488K | 23.8% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | Mutual Funds | — | — | $410K | 20.0% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | Mutual Funds | — | — | $214K | 10.5% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | Mutual Funds | — | — | $86K | 4.2% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $57K | 2.8% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | Mutual Funds | — | — | $45K | 2.2% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | Mutual Funds | — | — | $38K | 1.8% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | Mutual Funds | — | — | $35K | 1.7% | |
| Vanguard Value Index Adm Vanguard 0 942 Vanguard Target Retirement 2070 Fund Vanguard 0 | Mutual Funds | — | — | $23K | 1.1% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | Common Collective Trusts | — | — | $18K | 0.9% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 869 Vanguard Growth Index Adm Vanguard 0 | Common Collective Trusts | — | — | $17K | 0.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $14K | 0.7% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | Mutual Funds | — | — | $10K | 0.5% | |
| DFA Inflation-Protected Sec Port I DFA 0 630 Vanguard Total Bond Market Index Adm Vanguard 0 | Mutual Funds | — | — | $2K | 0.1% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $1K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 671 Vanguard Target Retirement Income Fund Vanguard 0 | Mutual Funds | — | — | $1K | <0.1% | |
| Nuveen Large Cap Responsible Equity R6 Nuveen 0 | Mutual Funds | — | — | $1K | <0.1% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
