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VASCO LOWERY, III & ELIZABETH LOWERY PARTNERS, LLP — VASCO LOWERY III & ELIZABETH LOWERY PARTNERS, LLP 401(K) PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250625070028NAL0004563315001
VASCO LOWERY, III & ELIZABETH LOWERY PARTNERS, LLP
Form 5500-SF
FILING_RECEIVED
VASCO LOWERY III & ELIZABETH LOWERY PARTNERS, LLP 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
6
Accounts w/ balance
9
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
VASCO LOWERY, III & ELIZABETH LOWERY PARTNERS, LLP
.
Find decision makers
Plan sponsor
Name
VASCO LOWERY, III & ELIZABETH LOWERY PARTNERS, LLP
EIN
58-2024156
Address
116 CROSS CREEK DRIVE · TOCCOA, GA · 30577
Phone
(706) 886-8472
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Name
VASCO LOWERY, III & ELIZABETH LOWERY PARTNERS, LLP
EIN
58-2024156
City
TOCCOA, GA
Phone
(706) 886-8472
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
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Trustee / custodian
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Trustee phone
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