Brian Munden signed Lewis PR Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lewis PR Inc.'s EIN is 33-0745097.
Download the official 2024 Form 5500 (PDF) for Lewis PR Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lewis PR Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $2.2M | 20.8% | |
| ISHARES S&P 500 INDEX A | Registered Investment Companies | — | — | $2.0M | 18.9% | |
| BLACKROCK GLOBAL ALLOCATION A | Registered Investment Companies | — | — | $1.7M | 16.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $513K | 4.8% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $465K | 4.4% | |
| BLACKROCK 80 20 TARGET ALLOC A | Registered Investment Companies | — | — | $413K | 3.9% | |
| ALGER CAPITAL APPREC FUND - A | Registered Investment Companies | — | — | $410K | 3.8% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $365K | 3.4% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $273K | 2.6% | |
| DAVIS NEW YORK VENTURE FUND- A | Registered Investment Companies | — | — | $257K | 2.4% | |
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $182K | 1.7% | |
| BLACKROCK MID CAP GR EQ PORT-A | Registered Investment Companies | — | — | $169K | 1.6% | |
| MFS GLOBAL EQUITY - A | Registered Investment Companies | — | — | $158K | 1.5% | |
| INVESCO COMSTOCK A | Registered Investment Companies | — | — | $144K | 1.3% | |
| AB DISCOVERY VALUE A | Registered Investment Companies | — | — | $140K | 1.3% | |
| LORD ABBETT BOND DEB FD A | Registered Investment Companies | — | — | $122K | 1.1% | |
| GSACHS TECHNOLOGY OPPS A | Registered Investment Companies | — | — | $108K | 1.0% | |
| MACQUARIE SYST EMMKTS EQ Y | Registered Investment Companies | — | — | $107K | 1.0% | |
| AMF INCOME FUND OF AMERICA- R4 | Registered Investment Companies | — | — | $100K | 0.9% | |
| VICTORY RS SMALL CAP GROWTH A | Registered Investment Companies | — | — | $86K | 0.8% | |
| BLK HEALTH SCI OPPORT PORT - A | Registered Investment Companies | — | — | $76K | 0.7% | |
| MACQUARIE DIVERSIFIED INC A | Registered Investment Companies | — | — | $72K | 0.7% | |
| AMERICAN FUNDS EURPAC GR FD-R4 | Registered Investment Companies | — | — | $68K | 0.6% | |
| CLEARBRIDGE GROWTH FUND - A | Registered Investment Companies | — | — | $66K | 0.6% | |
| PGIM GLOBAL REAL ESTATE A | Registered Investment Companies | — | — | $59K | 0.6% | |
| VICTORY SMALL CO OPPORTUNITY A | Registered Investment Companies | — | — | $57K | 0.5% | |
| LORD ABBETT HIGH YIELD FD - A | Registered Investment Companies | — | — | $53K | 0.5% | |
| VIRTUS SGA EMERGING MKTS EQ A 106 REGISTERED INVESTMENT COMPANY JANUS HENDERSON TRITON A | Registered Investment Companies | — | — | $50K | 0.5% | |
| AMERICAN FUNDS INV CO AMER -R4 | Registered Investment Companies | — | — | $47K | 0.4% | |
| BLK IMPACT MORTGAGE FD INV A | Registered Investment Companies | — | — | $43K | 0.4% | |
| CALVERT EQUITY FUND - A | Registered Investment Companies | — | — | $22K | 0.2% | |
| VIC PIO GLOBAL EQUITY A | Registered Investment Companies | — | — | $18K | 0.2% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $18K | 0.2% | |
| THORNBURG INTL EQUITY - R4 | Registered Investment Companies | — | — | $18K | 0.2% | |
| MACQUARIE NATURAL RES Y | Registered Investment Companies | — | — | $15K | 0.1% | |
| BLACKROCK 20 80 TARGET ALLOC A | Registered Investment Companies | — | — | $12K | 0.1% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $10K | <0.1% | |
| BLACKROCK 40 60 TARGET ALLOC A | Registered Investment Companies | — | — | $3K | <0.1% | |
| TEMPLETON FOREIGN FUND - A | Registered Investment Companies | — | — | $3K | <0.1% | |
| TRA MULTI MANAGED BALANCED - A | Registered Investment Companies | — | — | $3K | <0.1% | |
| VIRTUS KAR GLBL SMCAP A | Registered Investment Companies | — | — | $2K | <0.1% | |
| BLACKROCK 60 40 TARGET ALLOC A | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
