Original filing (PDF)20251015183836NAL0007065408011

LAWRY'S RESTAURANT, INC.

Name: LAWRY'S RESTAURANT, INC. — LAWRY'S RESTAURANT, INC. PROFIT SHARING AND 401(K) PLAN, Form 5500 (2024)
Creator: LAWRY'S RESTAURANT, INC.

Form 5500

FILING_RECEIVED

LAWRY'S RESTAURANT, INC. PROFIT SHARING AND 401(K) PLAN

401(k) retirement plan

Signals · 2

27% in single holding17% employer stock

Active participants

329

Accounts w/ balance

438

Plan assets (EOY)

$15.5M

Net assets (EOY)

$15.5M

How this plan invests

This plan

22 pooled trusts

Schedule D

17 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAWRY'S RESTAURANT, INC..

Plan sponsor

Name

LAWRY'S RESTAURANT, INC.

EIN

95-0925915

Address

100 N LA CIENEGA BLVD · BEVERLY HILLS, CA · 90211

Phone

(626) 714-4488

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$13K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NFP RETIREMENT INC	33-0905143	—	ADVISORY	$36K	—

Accountant / Auditor

Investments

17 direct securities · 22 pooled funds· $16.1M(100% of reported assets)

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.

Common Collective Trust

$13.5M

22 holdings

Common Stock

$1.5M

1 holding

Other securities

$688K

11 holdings

Bonds / Notes

$395K

2 holdings

Common Collective Trusts

$16K

1 holding

Cash / Money Market

$10K

1 holding

Mutual Funds

$10K

1 holding

					% of plan
FLEXPATH IDX MODERATE RET CLASS R3 WILMINGTON TRUST · EIN 47-2248665 / PN 211	Common Collective Trust	—	—	$4.8M	30.9%
FLEXPATH IDX MODERATE 2035 CLASS R3 WILMINGTON TRUST · EIN 47-2478524 / PN 217	Common Collective Trust	—	—	$2.9M	18.9%
FLEXPATH IDX MODERATE 2045 CLASS R3 WILMINGTON TRUST · EIN 47-2516187 / PN 220	Common Collective Trust	—	—	$2.1M	13.5%
FLEXPATH IDX MODERATE 2055 CLASS R3 WILMINGTON TRUST · EIN 47-2563528 / PN 223	Common Collective Trust	—	—	$2.1M	13.5%
Transamerica Life Ins Co Transamerica Stbl Val Focus Op	Common Stock	—	—	$1.5M	9.8%
FLEXPATH IDX AGGRESSIVE 2045 CLASS WILMINGTON TRUST · EIN 47-2503540 / PN 219	Common Collective Trust	—	—	$612K	3.9%
Company Notes Receivable from Participants * Participant Notes Receivable Interest rates ranging from 5.25% to 10.50%,	Bonds / Notes	—	—	$199K	1.3%
Participants Notes Receivable with interest rates of 5.25% to 10.50%	Bonds / Notes	—	—	$197K	1.3%
BlackRock S&P 500 Index K	Other securities	—	—	$176K	1.1%
Wilmington Trust flexPATH Index Conservative Retirement Class R3	Other securities	—	—	$171K	1.1%
FLEXPATH IDX CONSV RET CLASS R3 WILMINGTON TRUST · EIN 47-2264760 / PN 212	Common Collective Trust	—	—	$171K	1.1%
LG CAP GR IV I1 WILMINGTON TRUST · EIN 38-7289851 / PN 001	Common Collective Trust	—	—	$137K	0.9%
FLEXPATH IDX AGGRESSIVE 2035 CLASS WILMINGTON TRUST · EIN 47-2468898 / PN 216	Common Collective Trust	—	—	$121K	0.8%
Wilmington Trust EuroPacific Growth Trust Class I1	Other securities	—	—	$95K	0.6%
WT EUROPACIFIC GR TRUST CLASS I1 WT · EIN 38-7289844 / PN 001	Common Collective Trust	—	—	$95K	0.6%
FLEXPATH IDX AGGRESSIVE RET CLASS R WILMINGTON TRUST · EIN 47-2238264 / PN 210	Common Collective Trust	—	—	$80K	0.5%
FLEXPATH IDX CONSV 2045 CLASS R3 WILMINGTON TRUST · EIN 47-2529162 / PN 221	Common Collective Trust	—	—	$58K	0.4%
FLEXPATH IDX CONSV 2035 CLASS R3 WILMINGTON TRUST · EIN 47-2491300 / PN 218	Common Collective Trust	—	—	$57K	0.4%
FLEXPATH IDX MODERATE 2065 CLASS R3 WILMINGTON TRUST · EIN 38-7271379 / PN 760	Common Collective Trust	—	—	$56K	0.4%
FLEXPATH IDX CONSV 2055 CLASS R3 WILMINGTON TRUST · EIN 47-2575758 / PN 224	Common Collective Trust	—	—	$56K	0.4%
Wilmington Trust flexPATH Index Conservative 2055 Class R3	Other securities	—	—	$56K	0.4%
Janus Henderson Janus Henderson Triton T	Other securities	—	—	$51K	0.3%
Wilmington Trust Equity Income Large Cap Value I1	Other securities	—	—	$47K	0.3%
WILMINGTON/PUTNAM EQ INC LG CP VAL WILMINGTON TRUST · EIN 38-4065329 / PN 426	Common Collective Trust	—	—	$47K	0.3%
FLEXPATH IDX AGGRESSIVE 2055 CLASS WILMINGTON TRUST · EIN 47-2554270 / PN 222	Common Collective Trust	—	—	$45K	0.3%
BlackRock Mid Cap Index K	Other securities	—	—	$28K	0.2%
BlackRock Small Cap Index A	Other securities	—	—	$21K	0.1%
Blackrock iShares Rssll 2000 Sm-cp Idx Inv A	Other securities	—	—	$21K	0.1%
LORD ABBETT CORE BD CLASS I1 WILMINGTON TRUST · EIN 82-1986152 / PN 325	Common Collective Trust	—	—	$19K	0.1%
Putnam Small Cap Val I1 CIT	Common Collective Trusts	—	—	$16K	0.1%
SMALL CAP VAL I1 CIT PUTNAM · EIN 38-4097325 / PN 488	Common Collective Trust	—	—	$16K	0.1%
BlackRock iShare U.S. Aggregate Bond Index K	Other securities	—	—	$12K	<0.1%
Transamerica Trust Company Cash Reserve Account	Cash / Money Market	—	—	$10K	<0.1%
Blackrock iShares MSCI EAFE Intl Idx K	Other securities	—	—	$10K	<0.1%
BlackRock International Index K	Mutual Funds	—	—	$10K	<0.1%
FLEXPATH IDX AGGRESSIVE 2025 CLASS WILMINGTON TRUST · EIN 47-2275031 / PN 213	Common Collective Trust	—	—	$0	<0.1%
FLEXPATH IDX CONSV 2025 CLASS R3 WILMINGTON TRUST · EIN 47-2458234 / PN 215	Common Collective Trust	—	—	$0	<0.1%
FLEXPATH IDX CONSV 2065 CLASS R3 WILMINGTON TRUST · EIN 38-7271380 / PN 761	Common Collective Trust	—	—	$0	<0.1%
FLEXPATH IDX MODERATE 2025 CLASS R3 WILMINGTON TRUST · EIN 47-2285799 / PN 214	Common Collective Trust	—	—	$0	<0.1%