# Lowery Corporation 401(k) Plan
Source: https://planprovider.pro/companies/lowery-corporation-401k-plan

> Lowery Corporation's 401(k) plan: 490 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lowery Corporation

- **Sponsor EIN:** 382722889

- **Sponsor Address:** 5555 GLENWOOD HILLS PKWY SE, GRAND RAPIDS, MI, 495122091

- **Plan Type:** 401(k)

- **Total Participants:** 490

- **Total Assets:** $30.7M

## 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|490|$30.7M|$801,052|$2.4M|

| 2023|465|$26.6M|$974,487|$2.3M|

| 2022|443|$21.0M|$800,018|$2.1M|

## 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|

| ROBERT W BAIRD & CO INCORPORATED|INVESTMENT ADVISOR|$74,975|—|$74,975|

| DOEREN MAYHEW GRAND RAPIDS PLLC|TPA|$29,082|—|$29,082|

| CAPITAL GROUP RETIREMENT PLAN SERV.|RECORDKEEPER|$21,095|—|$21,095|

| MONROE SWEERIS & TROMP PLC|Auditor|$3,000|—|$3,000|

### Verified Provider Profiles

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

- [MONROE SWEERIS & TROMP PLC](https://planprovider.pro/provider/monroe-sweeris-and-tromp-plc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $128,152

- **Estimated Expense Ratio:** 0.418% of plan assets

### 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|$128,153|$74,975|$29,083|$3,000|—|

| 2023|$96,713|$66,978|$24,335|—|—|

| 2022|$91,501|$64,512|$18,889|—|$8,100|

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