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Sponsor portfolio

LOPITO, ILEANA & HOWIE, INC.

EIN 66-0310970-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$7.3M assets
Welfare
0
Participants
109
P.O. BOX 11856 - SAN JUAN, PR 009221856787-277-1731
Plans on this EIN
2 filings
#001ProfitSharing-$7.2M - 106 part#002401k-$138K - 3 part

Retirement portfolio analytics

2 plans aggregated / $7.3M assets / 109 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • LIH RETIREMENT PLAN (#001)98%
  • HOWIE RETIREMENT PLAN (#002)2%
Total $7.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LIH RETIREMENT PLAN (#001)106
  • HOWIE RETIREMENT PLAN (#002)3
Total 109Click 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

LIH RETIREMENT PLAN

ProfitSharing

Assets$7.2M
Participants106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LOPITO ILEANE & HOWIE RETIREMENT PLAN

401k

Assets$138K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LIH RETIREMENT PLANProfitSharing$7.2M1062025
002LOPITO ILEANE & HOWIE RETIREMENT PLAN401k$138K32025
Retirement plans
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