How big is Lewis & Partners, LLC's plan?

Lewis & Partners, LLC's plan reported $1.7M in assets and 17 participants for 2024.

Original filing (PDF)20251015124337NAL0009643490001

Lewis & Partners, LLC

Name: Lewis & Partners, LLC — L&P Cash Balance Plan, Form 5500 (2024)
Creator: Lewis & Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

L&P Cash Balance Plan

Defined-benefit pension plan · Lewis & Partners, LLC's L&P Cash Balance Plan held $1.7M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Lewis & Partners, LLC's EIN is 22-3914981.

EIN 22-3914981

Plan number 002

Plan year 2024

ACK ID 20251015124337NAL0009643490001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lewis & Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lewis & Partners, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEWIS & PARTNERS, LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score