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Original filing (PDF)20250730205010NAL0007368800001
LEWIS BUILDERS, LLC
Form 5500
FILING_RECEIVED
LEWIS BUILDERS, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
195
Accounts w/ balance
218
Plan assets (EOY)
$15.2M
Net assets (EOY)
$15.2M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 55 bps in Schedule C fees — 91% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEWIS BUILDERS, LLC.
Plan sponsor
Name
LEWIS BUILDERS, LLC
EIN
02-0260603
Address
54 SAWYER AVE · ATKINSON, NH · 03811
Phone
(603) 362-5333
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
EJ CALLAHAN & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $44K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | 93-0987232 | — | INVESTMENT ADVISOR | $32K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EJ CALLAHAN & ASSOCIATES LLC | 46-4547996 | — | AUDIT | $8K | — |
Investments
35 direct securities· $14.7M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Life Insurance Company JPMorgan Equity Income R6 | — | — | — | $1.6M | 10.6% | |
| Transamerica Life Insurance Company Fidelity Contrafund K6 | — | — | — | $1.5M | 9.6% | |
| Transamerica Life Insurance Company Vanguard Mid Cap Value Index Admiral | — | — | — | $1.3M | 8.8% | |
| Transamerica Life Insurance Company Fidelity 500 Index | — | — | — | $1.1M | 7.0% | |
| Transamerica Life Insurance Company American Funds 2035 Trgt Date Retire R6 | — | — | — | $834K | 5.5% | |
| Transamerica Life Insurance Company American Funds 2050 Trgt Date Retire R6 | — | — | — | $727K | 4.8% | |
| Transamerica Life Insurance Company Great-West T Rowe Price Mid Cap Growth l | — | — | — | $657K | 4.3% | |
| Transamerica Life Insurance Company Vanguard Mid Cap Growth Inv | — | — | — | $544K | 3.6% | |
| Transamerica Life Insurance Company American Funds 2025 Trgt Date Retire R6 | — | — | — | $542K | 3.6% | |
| Transamerica Life Insurance Company State Street Aggregate Bond Index K | — | — | — | $511K | 3.4% | |
| Transamerica Life Insurance Company T. Rowe Price Integrated US Small-Cap Gr Eqty l | — | — | — | $481K | 3.2% | |
| Transamerica Life Insurance Company Morgan Stanley Inst Growth IS | — | — | — | $431K | 2.8% | |
| Transamerica Life Insurance Company American Funds 2055 Trgt Date Retire R6 | — | — | — | $424K | 2.8% | |
| Transamerica Stable Value Option (at contract * Transamerica Life Insurance Company value) | — | — | — | $396K | 2.6% | |
| Transamerica Life Insurance Company Vanguard Total Stock Mkt Idx Adm | — | — | — | $394K | 2.6% | |
| Transamerica Life Insurance Company American Funds 2060 Trgt Date Retire R6 | — | — | — | $351K | 2.3% | |
| Notes Receivable from Participants Interest rates of 4.25% - 9.50% | — | — | — | $335K | 2.2% | |
| Transamerica Life Insurance Company American Funds 2030 Trgt Date Retire R6 | — | — | — | $330K | 2.2% | |
| Transamerica Life Insurance Company American Funds 2045 Trgt Date Retire R6 | — | — | — | $300K | 2.0% | |
| Transamerica Life Insurance Company American Funds American Balanced R6 | — | — | — | $286K | 1.9% | |
| Transamerica Life Insurance Company American Funds 2040 Trgt Date Retire R6 | — | — | — | $284K | 1.9% | |
| Transamerica Life Insurance Company Fidelity International Index | — | — | — | $274K | 1.8% | |
| Transamerica Life Insurance Company American Funds AMCAP R6 | — | — | — | $261K | 1.7% | |
| Transamerica Life Insurance Company American Funds 2065 Trgt Date Retire R6 | — | — | — | $234K | 1.5% | |
| Transamerica Life Insurance Company PIMCO Income Instl | — | — | — | $133K | 0.9% | |
| Transamerica Life Insurance Company PGIM High Yield R6 | — | — | — | $86K | 0.6% | |
| Transamerica Life Insurance Company Vanguard Small Cap Value Index Admiral | — | — | — | $83K | 0.5% | |
| Transamerica Life Insurance Company American Funds 2020 Trgt Date Retire R6 | — | — | — | $75K | 0.5% | |
| Transamerica Life Insurance Company American Funds EuroPacific Gr R6 | — | — | — | $65K | 0.4% | |
| Transamerica Life Insurance Company Oatmark International Institutional | — | — | — | $63K | 0.4% | |
| Transamerica Life Insurance Company American Funds 2010 Trgt Date Retire R6 | — | — | — | $55K | 0.4% | |
| Transamerica Life Insurance Company Vanguard Windsor Adm | — | — | — | $32K | 0.2% | |
| Transamerica Life Insurance Company Vanguard International Value Inv | — | — | — | $30K | 0.2% | |
| Transamerica Life Insurance Company American Funds 2015 Trgt Date Retire R6 | — | — | — | $17K | 0.1% | |
| Transamerica Life Insurance Company First Eagle Global R6 | — | — | — | $2K | <0.1% |
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