Sheldon Rosen signed Michael Lewis Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Michael Lewis Company's EIN is 36-0905140.
Download the official 2024 Form 5500 (PDF) for Michael Lewis Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Michael Lewis Company'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 |
|---|---|---|---|---|---|
| HOWARD SIMON & ASSOCIATES, INC. | — | RIVERWOODS, IL | RECORDKEEPING | $51K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $44.5M | 99.6% | |
| MORLEY STABLE VALUE MORLEY STABLE VALUE CL 25-I · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $4.7M | 10.4% |
