Original filing (PDF)20250530133237NAL0015042400001

LEWIS AND KAPPES PROFESSIONAL CORPORATION

Name: LEWIS AND KAPPES PROFESSIONAL CORPORATION — LEWIS & KAPPES EMPLOYEE RETIREMENT PLAN, Form 5500 (2024)
Creator: LEWIS AND KAPPES PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

LEWIS & KAPPES EMPLOYEE RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$20.6M

Net assets (EOY)

$20.6M

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEWIS AND KAPPES PROFESSIONAL CORPORATION.

Plan sponsor

Name

LEWIS AND KAPPES PROFESSIONAL CORPORATION

EIN

35-1872053

Address

ONE AMERICAN SQUARE, SUITE 2500 · INDIANAPOLIS, IN · 46282

Phone

(317) 639-1210

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

LEWIS AND KAPPES PROFESSIONAL CORPORATION

EIN

35-1872053

City

INDIANAPOLIS, IN

Phone

(317) 639-1210

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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