How big is Loewenstein & Smith, P.C.'s plan?

Loewenstein & Smith, P.C.'s plan reported $3.3M in assets and 2 participants for 2024.

Original filing (PDF)20251006194459NAL0003929281001

Loewenstein & Smith, P.C.

Name: Loewenstein & Smith, P.C. — Loewenstein & Smith, Form 5500 (2024)
Creator: Loewenstein & Smith, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Loewenstein & Smith, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Loewenstein & Smith, P.C.'s Loewenstein & Smith, P.C. 401(k) Profit Sharing Plan held $3.3M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Loewenstein & Smith, P.C.'s EIN is 37-0966480.

EIN 37-0966480

Plan number 002

Plan year 2024

ACK ID 20251006194459NAL0003929281001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Loewenstein & Smith, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Loewenstein & Smith, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOEWENSTEIN & SMITH, P.C..

Finding similar companies…

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