Original filing (PDF)20250616134922NAL0001004001001

LEWIS COUNTY OPPORTUNITIES, IN

Name: LEWIS COUNTY OPPORTUNITIES, IN — 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEWIS COUNTY OPPORTUNITIES, INC., Form 5500 (2024)
Creator: LEWIS COUNTY OPPORTUNITIES, IN

Form 5500-SF

FILING_RECEIVED

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LEWIS COUNTY OPPORTUNITIES, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEWIS COUNTY OPPORTUNITIES, IN.

Plan sponsor

Name

LEWIS COUNTY OPPORTUNITIES, IN

EIN

16-6066837

Address

8265 STATE ROUTE 812 · LOWVILLE, NY · 133673628

Phone

(315) 376-8202

Industry

Other Services (ex. Public Admin)see 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

2025-06-16

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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