# Lowndes, Drosdick, Doster, Kantor & Reed, PA 401(k) Plan
Source: https://planprovider.pro/companies/lowndes-drosdick-doster-kantor-reed-pa-591276118-003

> Lowndes, Drosdick, Doster, Kantor & Reed, PA's 401(k) plan: 171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lowndes, Drosdick, Doster, Kantor & Reed, PA

- **Sponsor EIN:** 591276118

- **Sponsor Address:** 215 NORTH EOLA DRIVE, ORLANDO, FL, 32801

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

- **Plan Number:** 003

- **Total Participants:** 171

- **Total Assets:** $91.5M

## 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|171|$91.5M|$1.6M|$1.8M|

| 2023|153|$79.8M|$1.5M|$1.7M|

| 2022|138|$80.5M|$1.4M|$1.5M|

## 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|

| NEWPORT|Investment Advisor|$59,651|—|$59,651|

| WITHUM SMITH+BROWN, PC|Auditor|$22,360|—|$22,360|

### Verified Provider Profiles

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

- [WITHUM SMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $82,011

- **Estimated Expense Ratio:** 0.090% 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|$74,845|—|—|$22,360|—|

| 2023|$100,501|—|—|$24,960|—|

| 2022|$133,785|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lowndes-drosdick-doster-kantor-reed-pa-591276118-003)

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