Jose Jacquez signed Lawrence Equipment, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lawrence Equipment, Inc.'s EIN is 95-3731402.
Download the official 2024 Form 5500 (PDF) for Lawrence Equipment, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lawrence Equipment, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $17K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Aggressive Profile Fund 545,943 shares | Other securities | — | — | $3.1M | 16.9% | |
| Empower Large Cap Growth Inv 289,858 shares | Other securities | — | — | $3.0M | 16.5% | |
| Empower Moderate Profile Fund 337,948 shares | Other securities | — | — | $2.1M | 11.8% | |
| Empower S&P 500 Index Fund I 51,930 shares | Common Collective Trusts | — | — | $2.0M | 10.8% | |
| Guaranteed Portfolio Fund | Other securities | — | — | $1.9M | 10.6% | |
| Empower International Index Fund 69,222 shares | Common Collective Trusts | — | — | $861K | 4.8% | |
| Invesco Comstock R 20,078 shares | Mutual Funds | — | — | $574K | 3.2% | |
| Empower Bond Index Fund 35,167 shares | Common Collective Trusts | — | — | $441K | 2.4% | |
| Invesco Oppenheimer Global Fund A 4,691 shares | Mutual Funds | — | — | $439K | 2.4% | |
| Clearbridge Small Cap Growth A 10,437 shares | Other securities | — | — | $357K | 2.0% | |
| MFS Mid Cap Value R3 11,617 shares | Mutual Funds | — | — | $354K | 2.0% | |
| Empower T. Rowe Price Mid-Cap Growth 8,988 shares | Other securities | — | — | $338K | 1.9% | |
| Empower Lifetime 2050 Fund II T1 25,776 shares | Other securities | — | — | $294K | 1.6% | |
| Empower Multi Sector Bond Investor 21,541 shares | Other securities | — | — | $279K | 1.5% | |
| Baron Emerging Markets Retail 12,908 shares | Other securities | — | — | $193K | 1.1% | |
| Empower Lifetime 2055 Fund II T1 9,924 shares | Other securities | — | — | $174K | 1.0% | |
| Macquarie Small Cap Value A 1,054 shares | Other securities | — | — | $169K | 0.9% | |
| Empower Real Estate Index 11,808 shares | Other securities | — | — | $143K | 0.8% | |
| Empower Lifetime 2040 Fund II T1 12,470 shares | Other securities | — | — | $135K | 0.7% | |
| Empower Lifetime 2035 Fund II T1 8,619 shares | Other securities | — | — | $117K | 0.6% | |
| Invesco Oppenheimer International Growth A 3,371 shares | Mutual Funds | — | — | $107K | 0.6% | |
| Empower Conservative Profile Fund 13,692 shares | Other securities | — | — | $102K | 0.6% | |
| Blackrock High Yield Bond Inv A 14,174 shares | Other securities | — | — | $100K | 0.6% | |
| Empower Lifetime 2025 Fund II T1 5,372 shares | Other securities | — | — | $74K | 0.4% | |
| Empower Lifetime 2015 Fund II T1 4,854 shares | Other securities | — | — | $63K | 0.3% | |
| DWS Enhanced Commodity Strategy 9,883 shares | Other securities | — | — | $55K | 0.3% | |
| Empower Lifetime 2030 Fund II T1 4,617 shares | Other securities | — | — | $49K | 0.3% | |
| Empower Lifetime 2020 Fund II T1 3,512 shares | Other securities | — | — | $36K | 0.2% | |
| PIMCO Real Return A 3,350 shares | Mutual Funds | — | — | $33K | 0.2% | |
| Empower Lifetime 2045 Fund II T1 850 shares | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| HOFFMAN SHORT RUBIN DEWINTER SANDER |
| — |
| COVINA, CA |
| AUDITOR |
| $12K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INC DBA MORNINGSTAR ASS | — | CHICAGO, IL | OTHER | $3K | — |
