Original filing (PDF)20250930121114NAL0014844816001

LEWIS BROS., INC.

Name: LEWIS BROS., INC. — LEWIS JEWELERS RETIREMENT PLAN, Form 5500 (2024)
Creator: LEWIS BROS., INC.

Form 5500-SF

FILING_RECEIVED

LEWIS JEWELERS RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

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 BROS., INC..

Plan sponsor

Name

LEWIS BROS., INC.

EIN

38-1980045

Address

300 S. MAPLE ROAD · ANN ARBOR, MI · 48103

Phone

(734) 994-5111

Industry

Wholesale Tradesee 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

2025-09-30

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)

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

UNITED GEM, LTD.

UNITED GEM, LTD. PROFIT SHARING PLAN AND TRUST

$5.3M · 4 participants

MANNS JEWELERS INC

MANNS JEWELERS INC 401(K) PROFIT SHARING PLAN & TRUST

$5.2M · 22 participants

UNIQUE DESIGNS, INC.

UNIQUE DESIGNS, INC. 401(K) P/S PLAN

$5.3M · 247 participants

SUPER BELL JEWELRY CO., INC.

SUPER BELL JEWELRY CO., INC. 401(K) PLAN

$5.2M · 23 participants

MANHATTAN GOLD & SILVER 401 K PROFIT SHARING PLA

MANHATTAN GOLD & SILVER 401K PROFIT SHARING PLAN