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Original filing (PDF)20230905142614NAL0026340066001
LAZ II, INC.
Form 5500
FILING_RECEIVED
LAZ II INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 33.6 mo~225 bps in Sched C fees
Active participants
233
Accounts w/ balance
3
Plan assets (EOY)
$60K
Net assets (EOY)
$60K
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
80
Vendor stack
100
Participation health
65
Knocking points off
- Filed 33.6 months past the 10.5-month grace window.
- 225 bps in Schedule C fees — modestly above peer band of 158 bps.
- Only 1% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAZ II, INC..
Plan sponsor
Name
LAZ II, INC.
EIN
81-1265541
Address
66 WEST BRIARBROOK DRIVE · MACOMB, IL · 61455
Phone
(219) 869-2250
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2019-01-01
Tax period
2019-12-31
Filed
2023-09-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INFINEX INVESTMENTS, INC. | — | MERIDEN, CT | ADVISOR | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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