How big is The Lewis Financial Group's plan?

The Lewis Financial Group's plan reported $1.0M in assets and 3 participants for 2024.

Original filing (PDF)20250717090237NAL0000047520001

The Lewis Financial Group

Name: The Lewis Financial Group — The Lewis Financial, Form 5500 (2024)
Creator: The Lewis Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Lewis Financial Group 401(k) Plan

401(k) retirement plan · The Lewis Financial Group's The Lewis Financial Group 401(k) Plan held $1.0M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Lawrence Lewis signed The Lewis Financial Group's 2024 Form 5500 as plan administrator.

Lawrence Lewis — 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

The Lewis Financial Group's EIN is 20-1938907.

EIN 20-1938907

Plan number 001

Plan year 2024

ACK ID 20250717090237NAL0000047520001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Lewis Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Lewis Financial Group'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 THE LEWIS FINANCIAL GROUP.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

THE LEWIS FINANCIAL GROUP

EIN

all filings

Address

1950 LUMBER AVE STE 200 · WHEELING, WV · 26003

Phone

(304) 242-3355

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator