Original filing (PDF)20250609104245NAL0010920691001

LOWRY & LOWRY, INC.

Name: LOWRY & LOWRY, INC. — LOWRY & LOWRY 401(K) PLAN, Form 5500 (2024)
Creator: LOWRY & LOWRY, INC.

Form 5500-SF

FILING_RECEIVED

LOWRY & LOWRY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$551K

Net assets (EOY)

$551K

Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOWRY & LOWRY, INC..

Plan sponsor

Name

LOWRY & LOWRY, INC.

EIN

20-2027304all filings

Address

12921 SW 1ST ROAD, SUITE 215 · TIOGA, FL · 32669

Phone

(352) 333-7990

Industry

Finance & Insurancesee 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

2025-06-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

FARMERS RISK INC.

FARMERS RISK 401(K) PLAN

$551K · 4 participants

REZNY WEALTH MANAGEMENT, INC.

REZNY WEALTH MANAGEMENT, INC. 401(K) PLAN

$551K · 8 participants

RISE FINANCIAL, LLC

RISE FINANCIAL STRATEGIES GROUP 401K PLAN

$551K · 6 participants

HARTMANN FINANCIAL GROUP, LLC

HARTMANN FINANCIAL GROUP, LLC 401(K) PLAN

$551K · 3 participants

FINANCIAL MANAGEMENT STRATEGIES, IN

FINANCIAL MANAGEMENT STRATEGIES 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.