How big is Lowrey, Powell & Stevens, PC's plan?

Lowrey, Powell & Stevens, PC's plan reported $8.6M in assets and 19 participants for 2024.

Original filing (PDF)20251015161142NAL0002611011004

Lowrey, Powell & Stevens, PC

Name: Lowrey, Powell & Stevens, PC — Lowrey, Powell &, Form 5500 (2024)
Creator: Lowrey, Powell & Stevens, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lowrey, Powell & Stevens, PC Employees 401(k) Plan and Trust

401(k) retirement plan · Lowrey, Powell & Stevens, PC's Lowrey, Powell & Stevens, PC Employees 401(k) Plan and Trust held $8.6M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

People on this filing

Charles S Lowrey signed Lowrey, Powell & Stevens, PC's 2024 Form 5500 as plan administrator.

Charles S Lowrey — 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

Lowrey, Powell & Stevens, PC's EIN is 74-2558863.

EIN 74-2558863

Plan number 002

Plan year 2024

ACK ID 20251015161142NAL0002611011004

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lowrey, Powell & Stevens, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lowrey, Powell & Stevens, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOWREY, POWELL & STEVENS, PC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score