Plan Snapshot
- Plan Sponsor: Lowell Observatory
- Sponsor EIN: 860098918
- Sponsor Address: 1400 W MARS HILL RD, FLAGSTAFF, AZ, 860014470
- Plan Type: DC
- Plan Number: 001
- Total Participants: 230
- Total Assets: $40.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 230 | $40.2M | $0 | $0 |
| 2024 | 138 | $37.1M | $471,728 | $927,637 |
| 2023 | 130 | $33.0M | $447,377 | $824,628 |
| 2022 | 150 | $27.7M | $418,786 | $783,020 |
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 |
|---|---|---|---|---|
| BEACH FLEISCHMAN PLIC | 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 |
|---|---|---|---|---|---|
| 2025 | $3,128,511 | — | — | — | — |
| 2024 | $1,672 | — | — | — | — |
| 2023 | $881 | — | — | $881 | — |
| 2022 | $928 | — | — | — | — |