Diane ZDEB signed LEWA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LEWA, Inc.'s EIN is 36-3552811.
Download the official 2024 Form 5500 (PDF) for LEWA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LEWA, 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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT/FINANCIAL ADVI | $33K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
