Plan Ledger DOL Form 5500 · updated monthly

Lozier Corporation401(k)

LOZIER CORPORATION 401(K) SAVINGS PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Lozier Corporation reported $35,708 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,251 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 2 years on file its reported administrative ratio fell from 0.023% to 0.019%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 38th-largest of 565 plans among Nebraska employers on file, and the 1,193rd of 13,661 in manufacturing. In 2024, employees put in $1.55 for every $1.00 the employer contributed; active participation has shrunk from 1,884 to 1,661 since 2022.

Plan summary
Net assets, end of year$191,843,883
Participants with balances1,832
Active participants1,661
Employer contributions$3,739,244
Employee contributions$5,796,957
Employer contribution per active participant$2,251
Average account balance$104,718
Benefits paid to participants$23,493,869
Plan auditUnmodified (clean) audit opinion
AuditorLUTZ & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$191.8M · 1,832 accts · $3.7M emplr
2023$182.3M · 1,789 accts · $3.4M emplr
2022$168.2M · 1,819 accts · $3.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,022
Investment management$4,686
Total administrative$35,708
The Lozier Corporation 401(k) match · 2024
Employer contribution per active participant$2,251
Median for plans this size$3,635
2024$2,251 per active participant
2023$1,932 per active participant
2022$1,761 per active participant

Lozier Corporation's 2024 employer contribution ran below the $3,635 median for plans its size. 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 · 20242
ADVISED ASSETS GROUP, LLC · Investment management$4,686

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

Administrative cost history3
2024$35,708 · 0.02%
2023$40,757 · 0.02%
2022$43,269 · 0.02%
Same employer
Similar plansManufacturing · Nebraska
Valmont Industries, Inc. NE$766.4M · 0.11%
Chief Industries, Inc. NE$129.5M · 0.17%
Nebco, Inc. NE$105.2M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470463247 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.