How big is Lozier, Inc.'s plan?

Lozier, Inc.'s plan reported $2.9M in assets and 35 participants for 2024.

Original filing (PDF)20251013161812NAL0000809571001

Lozier, Inc.

Name: Lozier, Inc. — Lozier, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Lozier, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lozier, Inc. 401(k) Plan

401(k) retirement plan · Lozier, Inc.'s Lozier, Inc. 401(k) Plan held $2.9M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Lozier, Inc.'s EIN is 11-3092016.

EIN 11-3092016

Plan number 001

Plan year 2024

ACK ID 20251013161812NAL0000809571001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lozier, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lozier, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOZIER, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

LOZIER, INC.

EIN

all filings

Address

141-07 20TH AVENUE · SUITE 201 · WHITESTONE, NY · 113573097

Phone

(718) 747-7575

Industry

Engineering Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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