# Alexandra Lozano Immigration Law 401(k) Plan
Source: https://planprovider.pro/companies/alexandra-lozano-immigration-law-pllc-401k-plan

> Alexandra Lozano Immigration Law&#39;s 401(k) plan: 172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alexandra Lozano Immigration Law

- **Sponsor EIN:** 462848960

- **Sponsor Address:** 6720 FORT DENT WAY, TUKWILA, WA, 98188

- **Plan Type:** 401(k)

- **Total Participants:** 172

- **Total Assets:** $3.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|172|$3.2M|$631,682|$729,333|

| 2023|179|$2.2M|$478,875|$592,372|

| 2022|154|$639,690|$214,974|$242,308|

## 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|

| BARNES WENDLING CPAS, INC|Auditor|—|—|$0|

## 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|$12,331|—|—|—|—|

| 2023|$3,725|$878|—|—|—|

| 2022|—|—|—|—|—|

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