# Lowry & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lowry-associates-inc-401k-plan-001-9478

> Lowry & Associates, INC.'s 401(k) plan: 37 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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