How big is Lower & Company, PC's plan?

Lower & Company, PC's plan reported $2.2M in assets and 3 participants for 2025.

Original filing (PDF)20260218100835NAL0007488737001

Lower & Company, PC

Name: Lower & Company, PC — Lower & Company, PC 401(k), Form 5500 (2025)
Creator: Lower & Company, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lower & Company, PC 401(k) Profit Sharing Plan

401(k) retirement plan · Lower & Company, PC's Lower & Company, PC 401(k) Profit Sharing Plan held $2.2M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Robert Lower signed Lower & Company, PC's 2025 Form 5500 as plan administrator.

Robert Lower — 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

Lower & Company, PC's EIN is 83-0237276.

EIN 83-0237276

Plan number 001

Plan year 2025

ACK ID 20260218100835NAL0007488737001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lower & Company, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lower & Company, PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOWER & COMPANY, PC.

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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