Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Jos. H. Lowenstein & Sons, Inc.
EIN 11-1024950ManufacturingLatest filing 2025
Plans
2
Retirement
2
$9.2M assets
Welfare
0
Participants
62
420 MORGAN AVE. - BROOKLYN, NY 11222718-388-5410
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.2M assets / 62 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JOS. H. LOWENSTEIN & SONS, INC. EMPLOYEE SAVINGS PLAN
401(k)
Assets$7.7M
Participants32
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JOS. H. LOWENSTEIN AND SONS, INC. RETIREMENT PLAN AND TRUST FOR LOCAL 2179 EMPLOYEES
401(k)
Assets$1.5M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JOS. H. LOWENSTEIN & SONS, INC. EMPLOYEE SAVINGS PLAN | 401(k) | $7.7M | 32 | 2025 | |
| 002 | JOS. H. LOWENSTEIN AND SONS, INC. RETIREMENT PLAN AND TRUST FOR LOCAL 2179 EMPLOYEES | 401(k) | $1.5M | 30 | 2025 |
Retirement plans
Welfare plans