How big is Lowenstein Foundation, Inc.'s plan?

Lowenstein Foundation, Inc.'s plan reported $1.3M in assets and 5 participants for 2024.

Original filing (PDF)20250709112836NAL0007508768001

Lowenstein Foundation, Inc.

Name: Lowenstein Foundation, Inc. — The Leon Lowenstein, Form 5500 (2024)
Creator: Lowenstein Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Leon Lowenstein Foundation, Inc. Tax Deferred Annuity Plan

403(b) retirement plan · Lowenstein Foundation, Inc.'s The Leon Lowenstein Foundation, Inc. Tax Deferred Annuity Plan held $1.3M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Andrew Bendheim signed Lowenstein Foundation, Inc.'s 2024 Form 5500 as plan administrator.

Andrew Bendheim — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lowenstein Foundation, Inc.'s EIN is 13-6015951.

EIN 13-6015951

Plan number 001

Plan year 2024

ACK ID 20250709112836NAL0007508768001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lowenstein Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lowenstein Foundation, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

LOWENSTEIN FOUNDATION, INC

EIN

all filings

Address

71 BRADLEY ROAD · SUITE 4-E · MADISON, CT · 06443

Phone

(212) 319-0670

Industry

Other Services (ex. Public Admin)

Plan administrator