# Lozano Smith LLP 401(k) Plan
Source: https://planprovider.pro/companies/lozano-smith-llp-401k-plan

> Lozano Smith LLP's 401(k) plan: 203 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lozano Smith LLP

- **Sponsor EIN:** 800874383

- **Sponsor Address:** 7404 NORTH SPALDING AVENUE, FRESNO, CA, 93720

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

- **Total Participants:** 203

- **Total Assets:** $47.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|203|$47.4M|$393,899|$1.9M|

| 2023|182|$41.4M|$336,845|$1.7M|

| 2022|176|$36.5M|$372,344|$1.7M|

## 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|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — 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|$9,998|—|$5,494|—|—|

| 2023|$10,676|—|$6,267|—|—|

| 2022|$10,281|—|$10,281|—|—|

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