Retirement plan

LAWRENCE INVESTMENTS 401K PLAN

Name: LAWRENCE INVESTMENTS INC. - LAWRENCE INVESTMENTS 401K PLAN (2022) 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 2022

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$710K

-3.5% from 2021

Total participants

+60.0% from 2021

Average account balance

No prior year

Annual return

-20.44%

-43.94 pp from 2021

Benchmarks

See 35,209 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort35,209 peers

Snapshot2022

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 codes2J2G3B2E

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

$393K

$56172 / participant

Other / not subdivided$393K100.0%

% of EOY assets

55.356%

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

$167,522-100.0%

$151,639-100.0%

$134,532-100.0%

Participation rate

0.0%

88.4%-88.4pp

87.5%-87.5pp

81.2%-81.2pp

Annual return

-20.44%

7.81%-28.2pp

3.34%-23.8pp

418.27%-438.7pp

Employer contribution / active EE

$13,523

$6,828+98.1%

$6,165+119.4%

$4,741+185.2%

Participant deferral / active EE

$11,935

$8,986+32.8%

$8,363+42.7%

$6,401+86.5%

Admin fee / account holder

$13,780-100.0%

$11,613-100.0%

$11,429-100.0%

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