Assets by plan
Share of aggregate retirement assets
84%top
Sponsor portfolio
LOWE TRIAL LAWYERS
EIN 34-1862671Latest filing 2025
Plans
3
Retirement
2
$4.9M assets
Welfare
1
Participants
32
1660 W 2ND ST, STE 610 - CLEVELAND, OH 44113216-781-2600
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 26 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
LOWE SCOTT FISHER CO., L.P.A. 401K PROFIT SHARING PLAN & TRUST
401k
Assets$4.1M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LOWE SCOTT FISHER CO., LPA CASH BALANCE PLAN
CashBalance
Assets$769K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
LOWE TRIAL LAWYERS SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LOWE SCOTT FISHER CO., L.P.A. 401K PROFIT SHARING PLAN & TRUST | 401k | $4.1M | 16 | 2024 | |
| 002 | LOWE SCOTT FISHER CO., LPA CASH BALANCE PLAN | CashBalance | $769K | 10 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | LOWE TRIAL LAWYERS SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans