How big is Wendy Lewis PC's plan?

Wendy Lewis PC's plan reported $1.3M in assets and 3 participants for 2025.

Original filing (PDF)20260506085450NAL0002357600001

Wendy Lewis PC

Name: Wendy Lewis PC — Wendy Lewis PC 401(k) Plan, Form 5500 (2025)
Creator: Wendy Lewis PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wendy Lewis PC 401(k) Plan

401(k) retirement plan · Wendy Lewis PC's Wendy Lewis PC 401(k) Plan held $1.3M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Wendy Lewis signed Wendy Lewis PC's 2025 Form 5500 as plan administrator.

Wendy 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

Wendy Lewis PC's EIN is 26-4799821.

EIN 26-4799821

Plan number 001

Plan year 2025

ACK ID 20260506085450NAL0002357600001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wendy Lewis PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wendy Lewis PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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 average account balance (87th percentile).

Plan sponsor

Name

WENDY LEWIS PC

EIN

all filings

Address

4604 S. HAMPTON CIRCLE · BOULDER, CO · 80301

Phone

(303) 817-8444

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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