How big is Lotter, LLC's plan?

Lotter, LLC's plan reported $241K in assets and 43 participants for 2023.

Original filing (PDF)20240528194552NAL0022819122001

Lotter, LLC

Name: Lotter, LLC — Lotter, LLC 401(k) Plan, Form 5500 (2023)
Creator: Lotter, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lotter, LLC 401(k) Plan

401(k) retirement plan · Lotter, LLC's Lotter, LLC 401(k) Plan held $241K in plan assets for 43 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$241K

Net assets (EOY)

$241K

People on this filing

Monica Lotter signed Lotter, LLC's 2023 Form 5500 as plan administrator.

Monica Lotter — 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

Lotter, LLC's EIN is 90-0496060.

EIN 90-0496060

Plan number 001

Plan year 2023

ACK ID 20240528194552NAL0022819122001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Lotter, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

LOTTER, LLC

EIN

all filings

Address

N9194 STATE HIGHWAY 55 · PICKEREL, WI · 54465

Phone

(715) 484-2020

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-28

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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