How big is Lowell House, Inc.'s plan?

Lowell House, Inc.'s plan reported $604K in assets and 169 participants for 2024.

Original filing (PDF)20250623104252NAL0008569552001

Lowell House, Inc.

Name: Lowell House, Inc. — Lowell House, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Lowell House, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lowell House, Inc. 401(k) Plan

401(k) retirement plan · Lowell House, Inc.'s Lowell House, Inc. 401(k) Plan held $604K in plan assets for 169 participants in 2024.

Signals · 1

No auditor on file

Active participants

169

Accounts w/ balance

Plan assets (EOY)

$604K

Net assets (EOY)

$604K

People on this filing

Melissa Versnik signed Lowell House, Inc.'s 2024 Form 5500 as plan administrator.

Melissa Versnik — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lowell House, Inc.'s EIN is 23-7110106.

EIN 23-7110106

Plan number 001

Plan year 2024

ACK ID 20250623104252NAL0008569552001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lowell House, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lowell House, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score