Original filing (PDF)20241015115636NAL0014545667001

Lowell Whiteman School Steamboat Mountain School

Name: Lowell Whiteman School Steamboat Mountain School — Form 5500 Plan 363 (2023)
Creator: Lowell Whiteman School Steamboat Mountain School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lowell Whiteman School TIAA-CREF Retirement TDA Plan

403(b) retirement plan · Lowell Whiteman School Steamboat Mountain School's Lowell Whiteman School TIAA-CREF Retirement TDA Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

ANDY Weynand signed Lowell Whiteman School Steamboat Mountain School's 2023 Form 5500 as plan administrator.

ANDY Weynand — 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 Whiteman School Steamboat Mountain School's EIN is 84-0469317.

EIN 84-0469317

Plan number 363

Plan year 2023

ACK ID 20241015115636NAL0014545667001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Lowell Whiteman School Steamboat Mountain School from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Lowell Whiteman School Steamboat Mountain School's plan includes a 403(b) annuity.

Decision-maker contacts

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

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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