Plan Snapshot
- Plan Sponsor: Lawrence Companies, INC.
- Sponsor EIN: 465759341
- Sponsor Address: 872 LEE HIGHWAY, ROANOKE, VA, 24019
- Plan Type: DC
- Total Participants: 202
- Total Assets: $28.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 202 | $28.0M | $1.3M | $0 |
| 2023 | 226 | $22.3M | $1.6M | $0 |
| 2022 | 223 | $26.6M | $1.6M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BROWN EDWARDS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN EDWARDS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $5,967 | — | — | — | — |
| 2023 | $5,472 | — | — | — | — |
| 2022 | $4,635 | — | — | — | $272 |