Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LOWEY DANNENBERG, P.C.
EIN 13-2974171law practiceLatest filing 2025
Plans
5
Retirement
3
$23.9M assets
Welfare
2
Participants
176
44 S BROADWAY STE 1100 - WHITE PLAINS, NY 10601914-997-0500lowey.comLinkedIn11-50 employeeslaw practice
Retirement portfolio analytics
3 plans aggregated / $23.9M assets / 129 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
LOWEY DANNENBERG P C 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$13.0M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
LOWEY DANNENBERG, P.C. CASH BALANCE PLAN
CashBalance
Assets$7.8M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
LOWEY DANNENBERG, P.C. PROFIT SHARING PLAN
ProfitSharing
Assets$3.1M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#004
LOWEY DANNENBERG, P.C. CASH BALANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#005
LOWEY DANNENBERG, P.C. PROFIT SHARING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | LOWEY DANNENBERG P C 401(K) PROFIT SHARING PLAN & TRUST | 401k | $13.0M | 58 | 2025 | |
| 004 | LOWEY DANNENBERG, P.C. CASH BALANCE PLAN | CashBalance | $7.8M | 24 | 2024 | |
| 005 | LOWEY DANNENBERG, P.C. PROFIT SHARING PLAN | ProfitSharing | $3.1M | 47 | 2025 |
Welfare plans2
| 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 |
Retirement plans
Welfare plans