AUMdb

Lowell Plan Inc

EIN 042693109 · 501(c)(3) · Public charity · Lowell, MA · recognized 1994

Assets
$2.1M
Revenue
$339K
Expenses
$464K
Investment income
$68.4K

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Rajia Abdelaziz Director $0 $0
Joe Bartolotta Director $0 $0
Jeff Brown Director $0 $0
Jeff Bush Director $0 $0
Gary Campbell Co-chair $0 $0
Brian L Chapman Director $0 $0
John Chemaly Director $0 $0
Charles Desourdy Director $0 $0
Allistair Former Director $0 $0
Susan Griffin Director $0 $0
Amy Hoey Director $0 $0
James Hogan Clerk/secret $0 $0
James F Linnehan Jr Director $0 $0
Allison Lamey Executive di $0 $0
Steve Larochelle Director $0 $0
Susan West Levine Director $0 $0
James Lichoulas Director $0 $0
Leo Monteiro Director $0 $0
Anthony Nganga Director $0 $0
John Power Co-chair $0 $0
Mouli Ramani Director $0 $0
Michael Reilly Director $0 $0
Robert Rivers Director $0 $0
Matt Robbins Director $0 $0
William Soucy Director $0 $0
Jason Stephens Treasurer $0 $0
Larissa Thurston Director $0 $0