How big is Dr. Scott K. Lozier, DDS' plan?

Dr. Scott K. Lozier, DDS' plan reported $1.1M in assets and 8 participants for 2024.

Original filing (PDF)20250521122156NAL0001836721001

Dr. Scott K. Lozier, DDS

Name: Dr. Scott K. Lozier, DDS — Dr. Scott K. Lozier, DDS, Form 5500 (2024)
Creator: Dr. Scott K. Lozier, DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Scott K. Lozier, DDS Retirement Plan

401(k) retirement plan · Dr. Scott K. Lozier, DDS' Dr. Scott K. Lozier, DDS Retirement Plan held $1.1M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Scott K. Lozier, DDS signed Dr. Scott K. Lozier, DDS' 2024 Form 5500 as plan administrator.

Scott K. Lozier, DDS — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dr. Scott K. Lozier, DDS' EIN is 22-3083754.

EIN 22-3083754

Plan number 001

Plan year 2024

ACK ID 20250521122156NAL0001836721001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Dr. Scott K. Lozier, DDS' 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 DR. SCOTT K. LOZIER, DDS.

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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