Plan Snapshot
- Plan Sponsor: Lowe Engineers, LLC
- Sponsor EIN: 582409024
- Sponsor Address: 990 HAMMOND DRIVE, ATLANTA, GA, 30328
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 134 | $7.5M | $267,632 | $822,950 |
| 2023 | 140 | $7.0M | $241,149 | $729,264 |
| 2022 | 103 | $5.7M | $217,085 | $645,808 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SMITH AND HOWARD | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $61,566 | $44 | $48,247 | — | — |
| 2023 | $57,797 | — | $39,247 | — | — |
| 2022 | $35,112 | — | — | — | — |