Original filing (PDF)20250429220203NAL0001240657016

BRYAN M LOWERY MD PLLC

Name: BRYAN M LOWERY MD PLLC — BRYAN M LOWERY MD PLLC 401(K) PLAN, Form 5500 (2024)
Creator: BRYAN M LOWERY MD PLLC

Form 5500-SF

FILING_RECEIVED

BRYAN M LOWERY MD PLLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$687K

Net assets (EOY)

$687K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRYAN M LOWERY MD PLLC.

Plan sponsor

Name

BRYAN M LOWERY MD PLLC

EIN

82-3722735

Address

5575 WARREN PARKWAY · SUITE 305 · FRISCO, TX · 75034

Phone

(469) 200-4802

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

GENESEE MEDICAL ANESTHESIA, P.C.

GENESEE MEDICAL ANESTHESIA, P.C. 2023 CASH BALANCE PENSION PLAN

$686K · 6 participants

ANCHOR HEALTHCARE, LLC DBA OXFORD HEALTHCARE

OXFORD HEALTHCARE PROFIT SHARING PLAN

$687K · 58 participants

NEFTALI RODRIGUEZ SANTIAGO

NEFTALI RODRIGUEZ SANTIAGO RETIREMENT PLAN

$686K · 1 participants

SARAHCARE AT WATCHUNG SQUARE LLC

SARAHCARE AT WATCHUNG SQUARE LLC CASH BALANCE PLAN

$687K · 56 participants

COSMEDIC SKINCARE, LLC