# Lowery Thomas LLC 401(k) Plan
Source: https://planprovider.pro/companies/lowery-thomas-llc-401k-plan

> Lowery Thomas LLC's 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Jones Wealth Advisors, LLC](https://planprovider.pro/companies/jones-wealth-advisors-llc-plan) — 2 participants

- [Tablinum Management INC](https://planprovider.pro/companies/tablinum-management-inc-plan) — 2 participants

- [Palomar Advisors, INC.](https://planprovider.pro/companies/palomar-advisors-inc-401k-plan) — 2 participants

- [Reising Financial INC](https://planprovider.pro/companies/reising-financial-inc-401k-plan) — 2 participants

- [Pacific Community Management, INC.](https://planprovider.pro/companies/pacific-community-management-inc-401k-plan) — 2 participants

- [Vicasa Limited, INC.](https://planprovider.pro/companies/vicasa-limited-inc-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lowery-thomas-llc-401k-plan)

© 2026 PlanProvider.Pro