How big is Lotis, LLC's plan?

Lotis, LLC's plan reported $708K in assets and 27 participants for 2024.

Original filing (PDF)20250721110114NAL0003516242001

Lotis, LLC

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

Form 5500-SF

FILING_RECEIVED

Lotis, LLC 401(k) Plan

401(k) retirement plan · Lotis, LLC's Lotis, LLC 401(k) Plan held $708K in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$708K

Net assets (EOY)

$708K

People on this filing

ADAM Freedman signed Lotis, LLC's 2024 Form 5500 as plan administrator.

ADAM Freedman — 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

Lotis, LLC's EIN is 46-1681779.

EIN 46-1681779

Plan number 001

Plan year 2024

ACK ID 20250721110114NAL0003516242001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lotis, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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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

LOTIS, LLC

EIN

all filings

Address

2300 GLADES ROAD · SUITE 202E · BOCA RATON, FL · 33431

Phone

(561) 886-6684

Industry

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

2025-07-21

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)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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