Original filing (PDF)20251015142150NAL0002442563001

LEWCO, INC

Name: LEWCO, INC — LEWCO, INC. 401K PLAN, Form 5500 (2024)
Creator: LEWCO, INC

Form 5500

FILING_RECEIVED

LEWCO, INC. 401K PLAN

401(k) retirement plan

Signals · 1

100% in single holding

Active participants

509

Accounts w/ balance

547

Plan assets (EOY)

$16.3M

Net assets (EOY)

$16.3M

How this plan invests

This plan

1 pooled trust

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

100

Knocking points off

Top holding "[DFE: STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS N (extraction pending)]" is 100% of plan.
64 bps in Schedule C fees — 119% above peer band of 29 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEWCO, INC.

Plan sponsor

Name

LEWCO, INC

EIN

34-1006008

Address

706 LANE STREET · SANDUSKY, OH · 44870

Phone

(419) 625-4014

Industry

Manufacturingsee 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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

REHMANN ROBSON LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$30K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FOURTH DIMENSION WEALTH LLC	27-4624339	—	INVESTMENT ADVISORY	$43K	—
LPL FINANCIAL	—	SAN DIEGO, CA	INVESTMENT ADVISORY	$7K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRINITY PENSION CONSULTANTS INC	—	AKRON, OH	TPA	$22K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$965	—

Investments

1 pooled fund· $675K(4% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.