How big is Lotts Inc.'s plan?

Lotts Inc.'s plan reported $224K in assets and 9 participants for 2025.

Original filing (PDF)20260427220924NAL0005080563062

Lotts Inc.

Name: Lotts Inc. — Lotts 401(k) Plan, Form 5500 (2025)
Creator: Lotts Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lotts 401(k) Plan

401(k) retirement plan · Lotts Inc.'s Lotts 401(k) Plan held $224K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$224K

Net assets (EOY)

$224K

Plan identifiers

Lotts Inc.'s EIN is 94-2861056.

EIN 94-2861056

Plan number 001

Plan year 2025

ACK ID 20260427220924NAL0005080563062

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lotts Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

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

LOTTS INC

EIN

all filings

Address

600 PACIFIC AVE · SANTA CRUZ, CA · 95060

Phone

(831) 423-1100

Industry

Manufacturing

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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