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LOZANO SMITH LLP 401(k) Plan

What public Form 5500 filings show about the LOZANO SMITH LLP 401(k) plan — and how to find and check your own account.

Plan assets
$47.4M
Participants
203
Plans on file
1

The LOZANO SMITH LLP 401(k) on its latest Form 5500

LOZANO SMITH LLP (EIN 80-0874383) reports LOZANO SMITH 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $47.4M in plan assets across 203 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full LOZANO SMITH LLP filing — schedules, fees, and providers.

Who runs the LOZANO SMITH LLP 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your LOZANO SMITH LLP 401(k).

How to check your LOZANO SMITH LLP 401(k)

  • Log in to Newport Group’s participant portal (the site on your statements).
  • Ask LOZANO SMITH LLP HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: LOZANO SMITH LLP — all Form 5500 filings (EIN 80-0874383) · California employer EIN lookup · Form 5500 search
LOZANO SMITH LLP 401(k) Plan — Form 5500