Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#003)$13.0M
Filings through .
Lowey Dannenberg P C
EIN 13-2974171law practiceLatest filing 2025
Plans
5
Retirement
3
$23.9M assets
Health & Benefits
2
Participants
176
44 S BROADWAY STE 1100 - WHITE PLAINS, NY 106014459914-997-0500lowey.comLinkedIn11-50 employeeslaw practice
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
3 plans aggregated / $23.9M assets / 129 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
LOWEY DANNENBERG P C 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$13.0M
Participants58
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
LOWEY DANNENBERG, P.C. CASH BALANCE PLAN
Cash balance
Assets$7.8M
Participants24
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
LOWEY DANNENBERG, P.C. PROFIT SHARING PLAN
Profit-sharing
Assets$3.1M
Participants47
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#004
LOWEY DANNENBERG, P.C. CASH BALANCE PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#005
LOWEY DANNENBERG, P.C. PROFIT SHARING PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | LOWEY DANNENBERG P C 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $13.0M | 58 | 2025 |
| #004 | LOWEY DANNENBERG, P.C. CASH BALANCE PLAN | Cash balance | $7.8M | 24 | 2024 |
| #005 | LOWEY DANNENBERG, P.C. PROFIT SHARING PLAN | Profit-sharing | $3.1M | 47 | 2025 |
- #003 · 401(k) · 202558
- #004 · Cash balance · 202424
- #005 · Profit-sharing · 202547
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #004 | LOWEY DANNENBERG, P.C. CASH BALANCE PLAN | Self-funded | - | $0 | 0 | 2025 |
| #005 | LOWEY DANNENBERG, P.C. PROFIT SHARING PLAN | Self-funded | - | $0 | 0 | 2025 |
- #004 · Self-funded · 20250
- #005 · Self-funded · 20250
Retirement plans
Health & Benefits plans