What public Form 5500 filings show about the The Lewis Group, LLC 401(k) plan — and how to find and check your own account.
The Lewis Group, LLC (EIN 81-4811950) reports THE LEWIS GROUP 401(K) SALARY REDUCTION PLAN & TRUST on its most recent Form 5500, with $5.9M in plan assets across 186 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 Group, LLC filing — schedules, fees, and providers.
The Lewis Group, LLC’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 The Lewis Group, LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ONEDIGITAL PHILADELPHIA, BENECON GROUP, INDEPENDENCE ADMINISTRATORS, CONNECTCARE3.
