How big is Loewenthal, Hillshafer & Carter, LLP's plan?

Loewenthal, Hillshafer & Carter, LLP's plan reported $6.4M in assets and 9 participants for 2025.

Original filing (PDF)20260330133759NAL0005414931001

Loewenthal, Hillshafer & Carter, LLP

Name: Loewenthal, Hillshafer & Carter, LLP — Loewenthal, Form 5500 (2025)
Creator: Loewenthal, Hillshafer & Carter, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Loewenthal, Hillshafer & Carter, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Loewenthal, Hillshafer & Carter, LLP's Loewenthal, Hillshafer & Carter, LLP 401(k) Profit Sharing Plan held $6.4M in plan assets for 9 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

People on this filing

KIM Therasse signed Loewenthal, Hillshafer & Carter, LLP's 2025 Form 5500 as plan administrator.

KIM Therasse — 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

Loewenthal, Hillshafer & Carter, LLP's EIN is 20-0414175.

EIN 20-0414175

Plan number 001

Plan year 2025

ACK ID 20260330133759NAL0005414931001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Loewenthal, Hillshafer & Carter, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Loewenthal, Hillshafer & Carter, LLP's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOEWENTHAL, HILLSHAFER & CARTER, LLP.

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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