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LOWENSTEIN FOUNDATION, INC — THE LEON LOWENSTEIN FOUNDATION, INC. TAX DEFERRED ANNUITY PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250709112836NAL0007508768001
LOWENSTEIN FOUNDATION, INC
Form 5500-SF
FILING_RECEIVED
THE LEON LOWENSTEIN FOUNDATION, INC. TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Active participants
5
Accounts w/ balance
8
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LOWENSTEIN FOUNDATION, INC
.
Find decision makers
Plan sponsor
Name
LOWENSTEIN FOUNDATION, INC
EIN
13-6015951
Address
71 BRADLEY ROAD · SUITE 4-E · MADISON, CT · 06443
Phone
(212) 319-0670
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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