Howard S. Lewis Insurance Service, Inc. 401(k) Plan

The Howard S. Lewis Insurance Service, Inc. 401(k) on its latest Form 5500

Howard S. Lewis Insurance Service, Inc. (EIN 33-0967913) reports HOWARD S LEWIS INSURANCE SERVICES 401(K) SALARY REDUCTION PLAN AND TRUST on its most recent Form 5500, with $236K in plan assets across 1 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Howard S. Lewis Insurance Service, Inc. filing — schedules, fees, and providers.

Who runs the Howard S. Lewis Insurance Service, Inc. 401(k)?

Howard S. Lewis Insurance Service, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Howard S. Lewis Insurance Service, Inc.HR for the recordkeeper’s name and login.

How to check your Howard S. Lewis Insurance Service, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Howard S. Lewis Insurance Service, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).