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Original filing (PDF)20250925050514NAL0009380592001
LEWA, INC.
Form 5500
FILING_RECEIVED
PRO EQUINE GROUP, INC. 401(K) PLAN
401(k) retirement plan
Active participants
379
Accounts w/ balance
373
Plan assets (EOY)
$14.1M
Net assets (EOY)
$14.1M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEWA, INC..
Plan sponsor
Name
LEWA, INC.
EIN
36-3552811
Address
2700 PATRIOT BLVD · SUITE 250 · GLENVIEW, IL · 60026
Phone
(847) 529-1697
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
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT/FINANCIAL ADVI | $33K | — |
Investments
21 direct securities · 1 pooled fund· $13.8M(98% 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.
Registered Investment Companies
$13.6M
21 holdings
Common Collective Trust
$231K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $2.2M | 15.6% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $1.9M | 13.6% | |
| TRP RETIREMENT 2005 I 213 REGISTERED INVESTMENT COMPANY FID 500 IND | Registered Investment Companies | — | — | $1.4M | 10.1% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $1.2M | 8.8% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $842K | 6.0% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $715K | 5.1% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $706K | 5.0% | |
| FID EXT MRKT INDEX | Registered Investment Companies | — | — | $627K | 4.4% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $539K | 3.8% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $489K | 3.5% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $453K | 3.2% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $416K | 2.9% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $392K | 2.8% | |
| MACQUARIE SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $295K | 2.1% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $291K | 2.1% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $252K | 1.8% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $231K | 1.6% | |
| INVESCO DISCOVERY R6 | Registered Investment Companies | — | — | $220K | 1.6% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $166K | 1.2% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $146K | 1.0% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $145K | 1.0% | |
| FID US BOND IND | Registered Investment Companies | — | — | $110K | 0.8% |
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