THE LEWIS BEAR COMPANY 401(k) Plan
What public Form 5500 filings show about the THE LEWIS BEAR COMPANY 401(k) plan — and how to find and check your own account.
The THE LEWIS BEAR COMPANY 401(k) on its latest Form 5500
THE LEWIS BEAR COMPANY (EIN 59-0331980) reports THE LEWIS BEAR COMPANY PROFIT SHARING/401(K) PLAN on its most recent Form 5500, with $18.9M in plan assets across 258 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 THE LEWIS BEAR COMPANY filing — schedules, fees, and providers.
Who runs the THE LEWIS BEAR COMPANY 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your THE LEWIS BEAR COMPANY 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GLOBAL RETIREMENT PARTNERS, WARREN AVERETT, WELLTH ADVISORYSERVICES.
How to check your THE LEWIS BEAR COMPANY 401(k)
- Log in to Merrill (Bank of America)’s participant portal (the site on your statements).
- Ask THE LEWIS BEAR COMPANY 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).