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Original filing (PDF)20250923175302NAL0007238560001
LZ TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
LZ TECHNOLOGY, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
175
Accounts w/ balance
239
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LZ TECHNOLOGY, INC..
Plan sponsor
Name
LZ TECHNOLOGY, INC.
EIN
76-0674864
Address
1600 SPACE PARK DRIVE · HOUSTON, TX · 77058
Phone
(832) 864-3488
Industry
Engineering Services· Professional & Technical Servicessee all
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
2025-09-23
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
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)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
ROBERTSON & ROBERTSON, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PFS INVESTMENTS | 58-1436188 | — | INVESTMENT ADVISOR | $0 | — |
Investments
27 direct securities· $11.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity® Government Money Market Fund Daily Money | — | — | — | $1.6M | 13.5% | |
| Harbor Capital Advisors Inc Harbor Capital Appreciation Fund Investor Class | — | — | — | $1.3M | 11.5% | |
| Capital Research and Management American Funds 2025 Target Date Retirement Fund® R-3 | — | — | — | $1.3M | 11.3% | |
| Capital Research and Management American Funds 2035 Target Date Retirement Fund® R-3 | — | — | — | $1.3M | 11.2% | |
| Capital Research and Management American Funds 2030 Target Date Retirement Fund® R-3 | — | — | — | $1.2M | 10.2% | |
| Capital Research and Management American Funds 2060 Target Date Retirement Fund® R-3 | — | — | — | $853K | 7.4% | |
| Capital Research and Management American Funds 2040 Target Date Retirement Fund® R-3 | — | — | — | $654K | 5.6% | |
| Capital Research and Management American Funds 2050 Target Date Retirement Fund® R-3 | — | — | — | $647K | 5.6% | |
| Capital Research and Management American Funds 2010 Target Date Retirement Fund® R-3 | — | — | — | $420K | 3.6% | |
| Massachusetts Financial Services MFS Mid Cap Value Fund Class R3 | — | — | — | $379K | 3.3% | |
| Capital Research and Management American Funds 2045 Target Date Retirement Fund® R-3 | — | — | — | $312K | 2.7% | |
| Capital Research and Management American Funds 2055 Target Date Retirement Fund® R-3 | — | — | — | $266K | 2.3% | |
| BlackRock Advisors, LLC iShares S&P 500 Index Fund Investor A Shares | — | — | — | $219K | 1.9% | |
| BlackRock Advisors, LLC iShares Russell 2000 Small-Cap Index Fund Investor A Shares | — | — | — | $205K | 1.8% | |
| Fidelity Investments Fidelity Advisor® Small Cap Growth Fund Class A | — | — | — | $182K | 1.6% | |
| Massachusetts Financial Services MFS Mid Cap Growth Fund Class R3 | — | — | — | $170K | 1.5% | |
| Fidelity Investments Fidelity Advisor® Total Bond Fund Class A | — | — | — | $113K | 1.0% | |
| Capital Research and Management American Funds American Mutual Fund® R-4 | — | — | — | $92K | 0.8% | |
| Capital Research and Management American Funds 2065 Target Date Retirement Fund® R-3 | — | — | — | $88K | 0.8% | |
| BlackRock Advisors, LLC iShares MSCI EAFE International Index Fund Investor A | — | — | — | $80K | 0.7% | |
| PIMCO RAE US Small Fund Class A | — | — | — | $66K | 0.6% | |
| Fidelity Investments Fidelity Advisor® International Capital Appreciation A | — | — | — | $60K | 0.5% | |
| Cohen & Steers Capital Mgmt Cohen & Steers Realty Shares Fund Class A ** 129 American Century Investment Mgmt American Century Sustainable Equity Fund A Class | — | — | — | $52K | 0.4% | |
| Fidelity Investments Fidelity Advisor® Government Income Fund Class A | — | — | — | $29K | 0.3% | |
| Fidelity Investments Fidelity Advisor® Investment Grade Bond Fund Class A | — | — | — | $4K | <0.1% | |
| Capital Research and Management American Funds 2020 Target Date Retirement Fund® R-3 | — | — | — | $2K | <0.1% | |
| Capital Research and Management American Funds 2015 Target Date Retirement Fund® R-3 | — | — | — | $1K | <0.1% |
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