How big is Kevin E Lowry's plan?

Kevin E Lowry's plan reported $216K in assets and 2 participants for 2024.

Original filing (PDF)20250618141832NAL0002535761001

Kevin E Lowry

Name: Kevin E Lowry — Kevin E Lowry 401(k) Plan, Form 5500 (2024)
Creator: Kevin E Lowry
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kevin E Lowry 401(k) Plan

401(k) retirement plan · Kevin E Lowry's Kevin E Lowry 401(k) Plan held $216K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$216K

Net assets (EOY)

$216K

Plan identifiers

Kevin E Lowry's EIN is 20-4954184.

EIN 20-4954184

Plan number 001

Plan year 2024

ACK ID 20250618141832NAL0002535761001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kevin E Lowry from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kevin E Lowry's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEVIN E LOWRY.

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Plan sponsor

Name

KEVIN E LOWRY

EIN

all filings

Address

3644 E ASHLAN AVE · FRESNO, CA · 93726

Phone

(559) 274-9262

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-06-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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