AUMdb

Lowell Observatory 403(b) Retirement Annuity Plan

Sponsored by Lowell Observatory · EIN 860098918 · Plan #001

Total assets
$37.1M
Net assets
$37.1M
Active participants
138
With balances
300

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Automatic enrollment, Default investment account (QDIA)

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).

Provider Services Direct comp
Mutual Of America Investment Corp Claims processing, Recordkeeping, Participant loan processing $2,134