Plan Snapshot
- Plan Sponsor: Lowery Thomas LLC
- Sponsor EIN: 134225132
- Sponsor Address: 875A ISLAND DR # 354, ALAMEDA, CA, 945026751
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 2 | $4.8M | $102,000 | $51,000 |
| 2023 | 2 | $3.7M | $98,000 | $49,000 |
| 2022 | 2 | $3.0M | $90,000 | $45,000 |