Retirement plan

THE LOTO GROUP LLC 401K PLAN

Name: THE LOTO GROUP - THE LOTO GROUP LLC 401K PLAN (2025) Form 5500
Creator: THE LOTO GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE LOTO GROUP LLC 401K PLAN, THE LOTO GROUP

THE LOTO GROUPEIN 87-4388706Plan #001PY 2025

4812 WALNUT HILL DR - MORRISTOWN, TN 37814865-437-6939

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+48.1% from 2024

Total participants

+25.0% from 2024

Average account balance

$230,378

+18.5% from 2024

Annual return

18.24%

-166.60 pp from 2024

Benchmarks

See 16,403 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort16,403 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.15M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$230K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$241K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$48K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.24%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1876

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2J2E2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$9K

$1876 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.814%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$230,378

$97,125+137.2%

$86,233+167.2%

$137,256+67.8%

Participation rate

100.0%

74.2%+25.8pp

69.0%+31.0pp

80.0%+20.0pp

Annual return

18.24%

74.19%-55.9pp

61.39%-43.1pp

220.34%-202.1pp

Employer contribution / active EE

$27,737

$2,841+876.2%

$2,504+1007.6%

$4,156+567.4%

Participant deferral / active EE

$20,545

$5,180+296.6%

$4,559+350.6%

$6,407+220.7%

Admin fee / account holder

$1,876

$9,725-80.7%

$8,342-77.5%

$12,270-84.7%

THE LOTO GROUP LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE LOTO GROUP LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion