Plan Ledger DOL Form 5500 · updated monthly

Alexandra Lozano Immigration Law, PLLC401(k)

ALEXANDRA LOZANO IMMIGRATION LAW 401(K) PLAN · TUKWILA, WA · plan year 2024

Reported admin expense ratio · 2024
0.46%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Alexandra Lozano Immigration Law, PLLC reported $12,331 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. Employer contributions averaged $3,673 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.27% to 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Washington (1,483rd of 1,714), and 10,466th of 11,654 in professional & technical services. In 2024, employees put in $1.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,217,651
Participants with balances192
Active participants172
Employer contributions$631,682
Employee contributions$729,333
Employer contribution per active participant$3,673
Average account balance$16,759
Benefits paid to participants$627,894
Plan auditUnmodified (clean) audit opinion
AuditorBARNES WENDLING CPAS, INC
Plan history2
Yearassets · accounts · employer contribution
2024$3.2M · 192 accts · $632K emplr
2023$2.2M · 269 accts · $479K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,331
Total administrative$12,331
The Alexandra Lozano Immigration Law, PLLC 401(k) match · 2024
Employer contribution per active participant$3,673
Median for plans this size$1,313
2024$3,673 per active participant
2023$2,675 per active participant

Alexandra Lozano Immigration Law, PLLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
ADP, INC. · Loan processing · Recordkeeping$8,808

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$12,331 · 0.46%
2023$3,725 · 0.27%
Same employer
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Edmodo, LLC WA$3.8M · 0.31%
Ventec Life Systems, Inc. WA$3.1M · 0.05%
Metia Solutions, Inc. WA$3.1M · 0.01%
Knock, Inc WA$3.1M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462848960 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.