# Lowell Observatory DC Plan
Source: https://planprovider.pro/companies/lowell-observatory-plan

> Lowell Observatory's DC plan: 138 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lowell Observatory

- **Sponsor EIN:** 860098918

- **Sponsor Address:** 1400 W MARS HILL RD, FLAGSTAFF, AZ, 860014470

- **Plan Type:** DC

- **Total Participants:** 138

- **Total Assets:** $37.1M

## 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.|

| 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|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BEACH FLEISCHMAN PLIC](https://planprovider.pro/provider/beachfleischman-pllc) — Auditor

## 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|$1,672|—|—|—|—|

| 2023|$881|—|—|$881|—|

| 2022|$928|—|—|—|—|

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