How big is Lotzi, Inc.'s plan?

Lotzi, Inc.'s plan reported $1.3M in assets and 4 participants for 2024.

Original filing (PDF)20250923104830NAL0005602753001

Lotzi, Inc.

Name: Lotzi, Inc. — Lotzi, Inc. Profit Sharing Plan, Form 5500 (2024)
Creator: Lotzi, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lotzi, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Lotzi, Inc.'s Lotzi, Inc. Profit Sharing Plan held $1.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Lotzi, Inc.'s EIN is 95-4622962.

EIN 95-4622962

Plan number 002

Plan year 2024

ACK ID 20250923104830NAL0005602753001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lotzi, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lotzi, Inc.'s plan includes profit-sharing, a self-directed brokerage window.

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

LOTZI, INC.

EIN

all filings

Address

16217 KITTRIDGE STREET · VAN NUYS, CA · 91406

Phone

(818) 997-7712

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator