Lowell Community Health Center 403(b) Plan
Sponsored by Lowell Community Health Center, Inc. · EIN 042881348 · Plan #002
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 566
- With balances
- 215
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $2,985 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $1,500 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $12.5M | 566 | ack 20251010164329NAL0018524194001 |
| 01/01/2021 | $9.7M | 423 | ack 20250117103809NAL0039157632001 |