Original filing (PDF)20250507220145NAL0011351105001

LZC INVESTMENTS LLC

Name: LZC INVESTMENTS LLC — LZC INVESTMENTS LLC 401(K) PLAN, Form 5500 (2023)
Creator: LZC INVESTMENTS LLC

Form 5500-SF

FILING_RECEIVED

LZC INVESTMENTS LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 8.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

/ 100

Grade B

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LZC INVESTMENTS LLC.

Plan sponsor

Name

LZC INVESTMENTS LLC

EIN

84-2222527

Address

400 W MAIN ST · TOMBALL, TX · 77375

Phone

(281) 758-8476

Industry

Finance & Insurancesee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-09-28

Filed

2025-05-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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