What public Form 5500 filings show about the Lewis Brothers Bakeries, Inc. 401(k) plan — and how to find and check your own account.
Lewis Brothers Bakeries, Inc. (EIN 37-0636783) reports LEWIS BROTHERS BAKERIES, INC. SAVINGS PLAN on its most recent Form 5500, with $28.7M in plan assets across 1,214 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 Lewis Brothers Bakeries, Inc. filing — schedules, fees, and providers.
Lewis Brothers Bakeries, 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 Lewis Brothers Bakeries, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CBIZ BENEFITS & INSURANCE SERVICES, DELTA DENTAL OF INDIANA, TRUE RX MANAGEMENT SERVICES, ANTHEM INSURANCE COMPANIES, CBIZ INVESTMENT ADVISORY SERVICE, CBIZ INVESTMENT ADVISORY SERVICES.