# Lz Technology, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lz-technology-inc-401k-plan

> Lz Technology, INC.'s 401(k) plan: 175 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lz Technology, INC.

- **Sponsor EIN:** 760674864

- **Sponsor Address:** 1600 SPACE PARK DRIVE, HOUSTON, TX, 77058

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

- **Total Participants:** 175

- **Total Assets:** $11.6M

## 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|175|$11.6M|$498,206|$949,397|

| 2023|118|$9.0M|$425,820|$685,246|

| 2022|131|$7.2M|$437,610|$780,394|

## 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|

| PFS INVESTMENTS|INVESTMENT ADVISOR|—|$22,789|$22,789|

| ROBERTSON & ROBERTSON, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ROBERTSON & ROBERTSON, PLLC](https://planprovider.pro/provider/robertson-and-robertson-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $22,789

- **Estimated Expense Ratio:** 0.197% of plan assets

### 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|-$1,417|—|—|—|—|

| 2023|$11,351|—|$450|—|—|

| 2022|$62,253|—|$62,253|—|—|

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