Original filing (PDF)20250714141032NAL0002844258003

THE LOWE GROUP

Name: THE LOWE GROUP — THE LOWE GROUP RETIREMENT TRUST, Form 5500 (2024)
Creator: THE LOWE GROUP

Form 5500-SF

FILING_RECEIVED

THE LOWE GROUP RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$659K

Net assets (EOY)

$659K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE LOWE GROUP.

Plan sponsor

Name

THE LOWE GROUP

EIN

43-1968188

Address

250 E WISCONSIN AVENUE · SUITE 875 · MILWAUKEE, WI · 53202

Phone

(414) 376-7240

Industry

All Other Professional Services· 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

2025-07-14

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)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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