Plan Snapshot
- Plan Sponsor: Lowry & Associates, INC.
- Sponsor EIN: 561859478
- Sponsor Address: 2101 REXFORD ROAD, CHARLOTTE, NC, 28211
- Plan Type: 401(k)
- Total Participants: 37
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 37 | $4.5M | $129,034 | $294,223 |
| 2023 | 33 | $4.0M | $108,792 | $235,927 |
| 2022 | 34 | $3.3M | $94,247 | $228,175 |