Lozano Smith 401(k) Profit Sharing Plan
Sponsored by Lozano Smith Llp · EIN 800874383 · Plan #001
- Total assets
- $47.4M
- Net assets
- $47.4M
- Active participants
- 203
- With balances
- 255
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Sub-transfer agency fees, Recordkeeping fees | $9,998 |