Original filing (PDF)20250624085937NAL0007079601001

LOWRY & ASSOCIATES, PA

Name: LOWRY & ASSOCIATES, PA — LOWRY & ASSOCIATES 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LOWRY & ASSOCIATES, PA

Form 5500-SF

FILING_RECEIVED

LOWRY & ASSOCIATES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOWRY & ASSOCIATES, PA.

Plan sponsor

Name

LOWRY & ASSOCIATES, PA

EIN

01-0512061

Address

33 MCALISTER FARM ROAD · SUITE 203 · PORTLAND, ME · 04103

Phone

(207) 775-3819

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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