Lowdermilk Church & Co LLP DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lowdermilk Church & Co LLP
  • Sponsor EIN: 561607661
  • Sponsor Address: 121 NORTH STERLING STREET, MORGANTON, NC, 28655
  • Plan Type: DC
  • Total Participants: 5
  • Total Assets: $2.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$2.2M$13,961$79,159
20235$1.9M$17,978$74,184
20226$1.5M$16,763$69,545

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