AUMdb

The Lowell School Defined Contribution Retirement Plan

Sponsored by The Lowell School · EIN 113120337 · Plan #002

Total assets
$2.9M
Net assets
$2.9M
Active participants
81
With balances
73

Plan year beginning 07/01/2024 · Profit-sharing, 401(m) arrangement, ERISA 404(c) participant-directed

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.