How big is Lotus HR, Inc.'s plan?

Lotus HR, Inc.'s plan reported $6.7M in assets and 198 participants for 2024.

Original filing (PDF)20251013142643NAL0000716339001

Lotus HR, Inc.

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

Form 5500

FILING_RECEIVED

Lotus HR, Inc. 401(k) Plan

401(k) retirement plan · Lotus HR, Inc.'s Lotus HR, Inc. 401(k) Plan held $6.7M in plan assets for 198 participants in 2024.

Signals · 4

Late participant contributions30% in single holding~118 bps in Sched C feesNo recordkeeper disclosed

Active participants

198

Accounts w/ balance

171

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

Plan identifiers

Lotus HR, Inc.'s EIN is 27-4313896.

EIN 27-4313896

Plan number 333

Plan year 2024

ACK ID 20251013142643NAL0000716339001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lotus HR, 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 LOTUS HR, INC..

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 29K (5% of contributions).
Total administrative cost in the bottom quartile of peers (15th percentile).

Plan sponsor

Name

LOTUS HR, INC.

EIN

all filings

Address

P.O. BOX 231599 · MONTGOMERY, AL · 361321599

Phone

(334) 270-1008

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

333

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)

2V · PEO multiple-employer plan

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

Service providers (Schedule C)

3 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
SLAVIC MUTUAL FUND MANAGEMENT CORP	59-2749576	—	PORTFOLIO MGMT	$16K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
SLAVIC INTEGRATED ADMINISTRATION	65-0608221	—	TPA	$49K	—
LOTUS HR, INC.	27-4313896

Investments

37 direct securities· $6.7M(100% of reported assets)

Mutual Funds

$4.0M

25 holdings

Common Collective Trusts

$2.1M

5 holdings

Other securities

$445K

6 holdings

Bonds / Notes

$65K

1 holding

					% of plan
Vanguard VTSAX - Vanguard Total Stock Market Index Fund Admiral Shares	Common Collective Trusts	—	—	$2.0M	29.7%
Vanguard Utilities Index Admiral	Mutual Funds	—	—	$1.0M	15.4%
Vanguard Small Cap Growth Index Adm	Mutual Funds	—	—	$860K	12.9%
Vanguard VCSAX - Vanguard Consumer Staples Index	Mutual Funds	—	—	$481K	7.2%
Oppenheimer Invesco Oppenheimer Gold & Special Miner	Mutual Funds	—	—	$411K	6.2%
Vanguard Total Int'l Stock Index Admiral	Mutual Funds	—	—	$378K	5.7%
Vanguard Target Retirement 2060	Mutual Funds	—	—	$303K	4.6%
Vanguard Target Retirement 2040	Mutual Funds	—	—	$135K	2.0%
BlackRock Health Sciences Ops I	Other securities	—	—	$121K	1.8%
Principal Large Cap Growth	Other securities	—	—	$111K	1.7%
Prudential High Yield Z	Other securities	—	—	$110K	1.7%
Vanguard Small Cap Index Admiral	Mutual Funds	—	—	$91K	1.4%
Vanguard Mid Cap Growth Index Admiral	Mutual Funds	—	—	$85K	1.3%
JPMorgan US Research Enhanced Equity R6	Other securities	—	—	$75K	1.1%
Vanguard Total Stock Market Index Admira	Common Collective Trusts	—	—	$72K	1.1%
Notes receivable from participants Interest at 4.25% to 9.50% maturities through 2029	Bonds / Notes	—	—	$65K	1.0%
Vanguard Equity Income Admiral	Mutual Funds	—	—	$64K	1.0%
Vanguard Federal Money Market	Mutual Funds	—	—	$44K	0.7%
Vanguard VMGMX - Vanguard Mid-Cap Growth Index Fund Admiral Shares	Common Collective Trusts	—	—	$44K	0.7%
Fidelity Advisor Technology	Mutual Funds	—	—	$37K	0.6%
Vanguard Mid Cap Value Index Admiral	Mutual Funds	—	—	$28K	0.4%
BlackRock iShares MSCI EAFE International Index K	Other securities	—	—	$19K	0.3%
Fidelity Advisor Materials I	Mutual Funds	—	—	$15K	0.2%
Vanguard VMVAX - Vanguard Mid Cap Value Index Admiral	Mutual Funds	—	—	$15K	0.2%
Vanguard Consumer Staples Index	Mutual Funds	—	—	$14K	0.2%
Vanguard Small Cap Value Index Adm	Mutual Funds	—	—	$14K	0.2%
Vanguard Target Retirement 2030	Mutual Funds	—	—	$11K	0.2%
Vanguard Short-Term Inf Prot Index Admir	Mutual Funds	—	—	$8K	0.1%
Prudential PHYZX - Prudential High Yield Z	Other securities	—	—	$8K	0.1%
Vanguard Intermediate-Term Bond Index Ad	Mutual Funds	—	—	$7K	0.1%
Franklin/Templeton FUFRX - Franklin Utilities Fund Class R6	Mutual Funds	—	—	$7K	0.1%
Vanguard Target Retirement 2035	Mutual Funds	—	—	$6K	<0.1%
Fidelity FMFEX - Fidelity Advisor Materials Fund Class I	Mutual Funds	—	—	$6K	<0.1%
American Funds American Funds EuroPacifc R6	Mutual Funds	—	—	$1K	<0.1%
Vanguard VIMAX - Vanguard Mid-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$1K	<0.1%
Vanguard Mid Cap Index Admiral	Mutual Funds	—	—	$1K	<0.1%
BlackRock BKTSX - BlackRock Total Stock Market Index K	Common Collective Trusts	—	—	$1K	<0.1%