Plan Snapshot
- Plan Sponsor: Lozier Corporation
- Sponsor EIN: 470463247
- Sponsor Address: 6336 PERSHING DR, OMAHA, NE, 68110
- Plan Type: 401(k)
- Total Participants: 1,661
- Total Assets: $191.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 1,661 | $191.8M | $3.7M | $5.8M |
| 2023 | 1,736 | $182.3M | $3.4M | $5.9M |
| 2022 | 1,884 | $168.2M | $3.3M | $6.0M |
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 |
|---|---|---|---|---|
| LUTZ & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ & COMPANY — 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 | $35,708 | $4,686 | — | — | — |
| 2023 | $40,757 | — | $39,082 | — | — |
| 2022 | $43,269 | — | $41,194 | — | — |