How big is JN Lewis Group's plan?

JN Lewis Group's plan reported $13K in assets and 11 participants for 2024.

Original filing (PDF)20250626115446NAL0005151603004

JN Lewis Group

Name: JN Lewis Group — JN Lewis Group DBA Desert, Form 5500 (2024)
Creator: JN Lewis Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JN Lewis Group DBA Desert Management Retirement Trust

401(k) retirement plan · JN Lewis Group's JN Lewis Group DBA Desert Management Retirement Trust held $13K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

People on this filing

Plan Sponsor signed JN Lewis Group's 2024 Form 5500 as plan administrator.

Plan Sponsor — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

JN Lewis Group's EIN is 37-1430404.

EIN 37-1430404

Plan number 001

Plan year 2024

ACK ID 20250626115446NAL0005151603004

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JN Lewis Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JN Lewis Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JN LEWIS GROUP.

Finding similar companies…

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

JN LEWIS GROUP

DBA

DESERT MANAGEMENT

EIN

all filings

Address

42427 RANCHO MIRAGE LANE · RANCHO MIRAGE, CA · 92270

Phone

(760) 862-1202

Industry

All Other Professional Services· Professional & Technical Services

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

2025-06-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

On Point IT, LLC

On Point IT, LLC 401(k) Plan

$13K · 2 participants

Johnson Center Homes II

Johnson Center Homes II 401(k) Profit Sharing Plan & Trust

$13K · 9 participants

RMS Properties LLC

RMS Properties LLC 401(k) Profit Sharing Plan and Trust

$13K

West Florida Insurance Agency

West Florida Insurance Agency 401(k) Profit Sharing Plan & Trust

$13K · 2 participants

Interalian Technology Services

Interalian Technology Services Inc.

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.