Department of Labor filing

LOZIER CORPORATION

LOZIER CORPORATION 401(K) SAVINGS PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Aug 8, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

90filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$2,251

Reported employer contributions per active participant.

Higher than about 90% of comparable plans

#People in the filing

1,661

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$16 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 89% of comparable plans

↗Investment performance

Not available

Plan assets changed 5.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202490out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions90th percentileTypical peer $931 · based on 41 comparable plans

Lower reported administrative expense89th percentileTypical peer $99 · based on 44 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, LOZIER CORPORATION reported $3,739,244 in employer contributions across the plan and 1,661 active participants. That works out to $2,251 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy77%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 27.9%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 10.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context90/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $3,739,244
Participant contributions: $5,796,957
Other contributions: $882,073
Employer share of reported contributions: 39.2%
Beginning assets: $182,313,676
Ending assets: $191,843,883
Ending net assets: $191,843,883
Ending liabilities: $0
Total income: $33,121,584
Total expenses: $23,591,377
Administrative expenses: $35,708
Participant loans: $3,144,573

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,761

2023

$1,932

2024

$2,251

Plan-paid administrative expenses per participant

2022

$18

2023

$17

2024

$16

Active participants

2022

1,884

2023

1,736

2024

1,661

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,251	1,661	191.8M	20250808143007NAL0002672083001
2023	$1,932	1,736	182.3M	20240827133205NAL0006112035001
2022	$1,761	1,884	168.2M	20231003144306NAL0011664787001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.6%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 470463247-006

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Feb 1, 1988
Industry: Industry group 337
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2G2J2K2F3H2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
EMPOWER ANNUITY INSURANCE COMPANY	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250808143007NAL0002672083001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗