# The Lowell School 401(k) Plan
Source: https://planprovider.pro/companies/the-lowell-school-401k-plan

> The Lowell School's 401(k) plan: 88 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Lowell School

- **Sponsor EIN:** 113120337

- **Sponsor Address:** 24-20 PARSONS BLVD., WHITESTONE, NY, 11357

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

- **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.|

| 2024|88|$2.9M|$0|$0|

| 2023|87|$2.5M|$0|$0|

## 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|

| SATTY, LEVINE & CIACCO, CPAS, P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$20,577|—|$20,577|—|—|

| 2023|$18,607|—|$18,607|—|—|

## Similar Plans

- [Villa Maria College Of Buffalo](https://planprovider.pro/companies/villa-maria-college-of-buffalo-401k-plan) — 88 participants

- [Boys And Girls Club Of The Capital Region](https://planprovider.pro/companies/boys-and-girls-club-of-the-capital-region-401k-plan) — 89 participants

- [The Harvey School](https://planprovider.pro/companies/the-harvey-school-403b-plan) — 87 participants

- [The Park School Of Buffalo](https://planprovider.pro/companies/the-park-school-of-buffalo-403b-plan) — 87 participants

- [The Summit School](https://planprovider.pro/companies/the-summit-school-plan-001) — 87 participants

- [Canisius High School](https://planprovider.pro/companies/canisius-high-school-plan) — 90 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-lowell-school-401k-plan)

© 2026 PlanProvider.Pro