Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FORMAN, LOWELL & SHAPIRO, INC.
EIN 11-2419976Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
19
146 MERRICK ROAD - LYNBROOK, NY 115632753516-599-3800
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 19 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#003
FORMAN, LOWELL & SHAPIRO & GLOBAL FACILITIES 401K PLAN
401k
Assets$807K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FORMAN LOWELL & SHAPIRO INC. PENSION PLAN
TraditionalDB
Assets$263K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | FORMAN, LOWELL & SHAPIRO & GLOBAL FACILITIES 401K PLAN | 401k | $807K | 14 | 2025 | |
| 001 | FORMAN LOWELL & SHAPIRO INC. PENSION PLAN | TraditionalDB | $263K | 5 | 2024 |
Retirement plans