How big is Lowell Whiteman School's plan?

Lowell Whiteman School's plan reported $1.7M in assets and 35 participants for 2022.

Original filing (PDF)20230322062225NAL0057598482001

Lowell Whiteman School

Name: Lowell Whiteman School — Lowellwhiteman School, Form 5500 (2022)
Creator: Lowell Whiteman School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lowellwhiteman School TIAA-CREF Retirement DC Plan

403(b) retirement plan · Lowell Whiteman School's Lowellwhiteman School TIAA-CREF Retirement DC Plan held $1.7M in plan assets for 35 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Samantha Coyne Donnel signed Lowell Whiteman School's 2022 Form 5500 as plan administrator.

Samantha Coyne Donnel — 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's EIN is 84-0469317.

EIN 84-0469317

Plan number 364

Plan year 2022

ACK ID 20230322062225NAL0057598482001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Lowell Whiteman School from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Lowell Whiteman 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.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

LOWELL WHITEMAN SCHOOL

DBA

STEAMBOAT MOUNTAIN SCHOOL

EIN

all filings

Address

42605 COUNTY ROAD 36 · STEAMBOAT SPRINGS, CO · 804879215

Phone

(970) 879-1350

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