# Lowell School, INC. 403(b) Plan
Source: https://planprovider.pro/companies/lowell-school-inc-403b-plan

> Lowell School, INC.'s 403(b) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Lowell School, INC.

- **Sponsor EIN:** 521220544

- **Sponsor Address:** 1640 KALMIA RD NW, WASHINGTON, DC, 200121126

- **Plan Type:** 403(b)

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|0|$0|$422,242|$363,079|

| 2023|126|$18.7M|$458,536|$411,811|

| 2022|126|$15.7M|$442,173|$396,317|

## 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|

| NFP RETIREMENT INC.|Other Service Provider|$41,540|—|$41,540|

| TIAA|Other Service Provider|$30,300|—|$30,300|

| FLEXPATH STRATEGIES, LLC|Other Service Provider|$13,000|—|$13,000|

| ANDERSON, DAVIS & ASSOCIATES, CPA|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NFP RETIREMENT INC.](https://planprovider.pro/provider/accelerate-retirement) — Other Service Provider

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Other Service Provider

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $84,840

### 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|$44,365|$6,652|$37,713|—|—|

| 2023|$42,421|$6,500|$35,696|—|—|

| 2022|$7,324|$1,939|$5,385|—|—|

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