How big is Lewin & Baglio, LLP's plan?

Lewin & Baglio, LLP's plan reported $1.6M in assets and 16 participants for 2024.

Original filing (PDF)20250626110344NAL0021313938001

Lewin & Baglio, LLP

Name: Lewin & Baglio, LLP — L&B 401(k) Plan, Form 5500 (2024)
Creator: Lewin & Baglio, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

L&B 401(k) Plan

401(k) retirement plan · Lewin & Baglio, LLP's L&B 401(k) Plan held $1.6M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

LEV Lewin signed Lewin & Baglio, LLP's 2024 Form 5500 as plan administrator.

LEV Lewin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lewin & Baglio, LLP's EIN is 06-1738407.

EIN 06-1738407

Plan number 001

Plan year 2024

ACK ID 20250626110344NAL0021313938001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lewin & Baglio, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lewin & Baglio, LLP's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEWIN & BAGLIO, LLP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

LEWIN & BAGLIO, LLP

EIN

all filings

Address

1100 SHAMES DRIVE · SUITE 100 · WESTBURY, NY · 11590

Phone

(516) 307-1777

Industry

Finance & Insurance

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

2025-06-26

Pension benefit codes

2E · Profit-sharing

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)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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