# Lozier Corporation DB Plan
Source: https://planprovider.pro/companies/lozier-corporation-plan-001

> Lozier Corporation's DB plan: 340 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lozier Corporation

- **Sponsor EIN:** 470463247

- **Sponsor Address:** 6336 PERSHING DRIVE, OMAHA, NE, 68110

- **Plan Type:** DB

- **Total Participants:** 340

- **Total Assets:** $136.5M

## 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|340|$136.5M|$3.5M|$0|

| 2023|384|$143.3M|$2.0M|$0|

| 2022|433|$137.2M|$2.0M|$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|

| LUTZ & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LUTZ & COMPANY](https://planprovider.pro/provider/lutz-and-company-pc) — 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|$518,382|$502,372|$16,010|—|—|

| 2023|$499,805|—|$8,184|—|—|

| 2022|$563,689|$563,689|—|—|—|

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