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  2. NATE LOWMAN LTD
Sponsor portfolio

NATE LOWMAN LTD

EIN 20-5563428-Arts, Entertainment, and Recreation-Latest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
16
54-56 FRANKLIN STREET #2R - NEW YORK, NY 10013212-571-0409
Plans on this EIN
2 filings
#001401k-$1.2M - 9 part#002CashBalance-$958K - 7 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • PROFIT SHARING PLAN (#001)55%
  • CASH BALANCE PLAN (#002)45%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)9
  • CASH BALANCE PLAN (#002)7
Total 16Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NATE LOWMAN LTD. 401(K) PROFIT SHARING PLAN

401k

Assets$1.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NATE LOWMAN LTD CASH BALANCE PLAN

CashBalance

Assets$958K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NATE LOWMAN LTD. 401(K) PROFIT SHARING PLAN401k$1.2M92024
002NATE LOWMAN LTD CASH BALANCE PLANCashBalance$958K72025
Retirement plans
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