Plan Snapshot
- Plan Sponsor: The Lowell School
- Sponsor EIN: 113120337
- Sponsor Address: 24-20 PARSONS BLVD., WHITESTONE, NY, 11357
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 88
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 88 | $2.9M | $153,815 | $0 |
| 2022 | 87 | $2.5M | $136,664 | $0 |