Retirement plan

LAWRENCE INVESTMENTS 401K PLAN

Name: LAWRENCE INVESTMENTS INC. - LAWRENCE INVESTMENTS 401K PLAN (2021) Form 5500
Creator: LAWRENCE INVESTMENTS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAWRENCE INVESTMENTS 401K PLAN, LAWRENCE INVESTMENTS INC.

LAWRENCE INVESTMENTS INC.EIN 20-4164580Plan #001PY 2021

5314 RIVER RUN DR STE 300 - PROVO, UT 846045539801-376-7518

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$736K

+46.6% from 2020

Total participants

0.0% from 2020

Average account balance

-100.0% from 2020

Annual return

23.50%

-5.96 pp from 2020

Benchmarks

See 33,473 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort33,473 peers

Snapshot2021

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.05M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$131K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$75K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.79%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2J2G2E3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$61K

$15254 / participant

Other / not subdivided$61K100.0%

% of EOY assets

8.289%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$209,847-100.0%

$189,520-100.0%

$167,518-100.0%

Participation rate

0.0%

88.7%-88.7pp

87.8%-87.8pp

82.1%-82.1pp

Annual return

23.50%

748.45%-724.9pp

555.25%-531.7pp

478.71%-455.2pp

Employer contribution / active EE

$14,850

$6,913+114.8%

$6,161+141.0%

$4,838+206.9%

Participant deferral / active EE

$14,194

$8,934+58.9%

$8,220+72.7%

$6,342+123.8%

Admin fee / account holder

$14,295-100.0%

$12,046-100.0%

$12,312-100.0%

LAWRENCE INVESTMENTS 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LAWRENCE INVESTMENTS 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion