How big is Lowery-PENA Construction Inc.'s plan?

Lowery-PENA Construction Inc.'s plan reported $175K in assets and 4 participants for 2023.

Original filing (PDF)20241010103902NAL0011380963001

Lowery-PENA Construction Inc.

Name: Lowery-PENA Construction Inc. — Lowery-PENA, Form 5500 (2023)
Creator: Lowery-PENA Construction Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lowery-PENA Construction Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Lowery-PENA Construction Inc.'s Lowery-PENA Construction Inc. 401(k) Profit Sharing Plan held $175K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$175K

Net assets (EOY)

$175K

Plan identifiers

Lowery-PENA Construction Inc.'s EIN is 47-4101635.

EIN 47-4101635

Plan number 001

Plan year 2023

ACK ID 20241010103902NAL0011380963001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Lowery-PENA Construction Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Lowery-PENA Construction Inc.'s plan includes profit-sharing, 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 LOWERY-PENA CONSTRUCTION INC.

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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 (97th percentile).

Plan sponsor

Name

LOWERY-PENA CONSTRUCTION INC

EIN

all filings

Address

249 MYLNAR AVENUE · MANTECA, CA · 95336

Phone

(209) 328-2050

Industry

Wholesale Trade

Plan administrator