Lowe Enterprises, Inc. And Coraltree Hospitality Group Llc Employee 401(k) Plan
Sponsored by Lowe Enterprises, Inc. · EIN 953738683 · Plan #001
- Total assets
- $218M
- Net assets
- $218M
- Active participants
- 6,288
- With balances
- 2,827
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Consulting (general) | $63,355 |
| Littler Mendelson, Pc | Consulting (general) | $37,146 |
| Holthouse Carlin & Van Trigt Llp | Accounting | $35,350 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$96,109 |