Lowe Enterprises 401(k) match, vesting and fees
What Lowe Enterprises' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Holthouse Carlin & Van Trigt LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 136 defined-contribution plans in real estate and rental and leasing with 1,000 to 4,999 participants.
| Lowe Enterprises: employer contribution per participant | $1,732 | |
| Peer median | $1,502 |
| Lowe Enterprises: average balance | $77,033 | |
| Peer median | $49,651 |
| Lowe Enterprises: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $188M at the end of plan year 2023 to $218M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 7,551 | $218M | $4.9M | $1,732 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 4,866 | $188M | $4M | $1,567 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Lowe Enterprises match 401(k) contributions?
The match terms for the Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $4.9M in employer contributions, about $1,732 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lowe Enterprises 401(k) match vested?
The vesting schedule for the Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lowe Enterprises 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Lowe Enterprises, Inc..
I left Lowe Enterprises. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lowe Enterprises, Inc., (310) 820-6661) or the recordkeeper, Fidelity Investments Institutional. The Lowe Enterprises old 401(k) page lists the contacts from every plan filing. Find an old Lowe Enterprises 401(k)
Data from the public Form 5500 annual reports Lowe Enterprises filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Lowe Enterprises. Not financial advice. Report a correction · Methodology