Linda Lovell signed Lewis Resource Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lewis Resource Management, LLC's EIN is 45-2935322.
Download the official 2024 Form 5500 (PDF) for Lewis Resource Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lewis Resource Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $39K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $6.4M | 14.7% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $4.4M | 10.1% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $3.5M | 8.0% | |
| JPM SMART RET BLEND 2050 R6 | Registered Investment Companies | — | — | $3.1M | 7.1% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $2.9M | 6.7% | |
| NUVEEN LC GROWTH INDEX R6 | Registered Investment Companies | — | — | $2.3M | 5.3% | |
| JPM SMART RET BLEND 2040 R6 | Registered Investment Companies | — | — | $2.0M | 4.6% | |
| JPM SMART RET BLEND 2045 R6 | Registered Investment Companies | — | — | $1.5M | 3.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.4M | 3.3% | |
| VAN TOTAL WLD STOCK IDX- ADMIR | Registered Investment Companies | — | — | $1.3M | 2.9% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $1.2M | 2.8% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $1.2M | 2.8% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $1.2M | 2.7% | |
| NUVEEN LG CAP VAL IDX R6 | Registered Investment Companies | — | — | $1.1M | 2.5% | |
| JPM SMART RET BLEND 2055 R6 | Registered Investment Companies | — | — | $1.0M | 2.4% | |
| JPM SMART RET BLENE 2060 R6 | Registered Investment Companies | — | — | $963K | 2.2% | |
| JPM SMART RET BLEND 2035 R6 | Registered Investment Companies | — | — | $917K | 2.1% | |
| JPM SMART RET BLEND 2025 R6 | Registered Investment Companies | — | — | $827K | 1.9% | |
| VAN LS INCOME - INV | Registered Investment Companies | — | — | $795K | 1.8% | |
| JPM SMART RET BLEND 2030 R6 | Registered Investment Companies | — | — | $782K | 1.8% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $764K | 1.8% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $608K | 1.4% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $410K | 0.9% | |
| VAN ECK CM COMMODITY INDEX I | Registered Investment Companies | — | — | $269K | 0.6% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $234K | 0.5% | |
| FID GLOBAL EX US INDEX | Registered Investment Companies | — | — | $206K | 0.5% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $195K | 0.4% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $145K | 0.3% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $120K | 0.3% | |
| JPM SMART RET BLEND INCOME R6 | Registered Investment Companies | — | — | $110K | 0.3% | |
| JPM SMART RET BLEND 2020 R6 | Registered Investment Companies | — | — | $91K | 0.2% | |
| FID US BOND IND | Registered Investment Companies | — | — | $65K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-5674085 |
| — |
| INVESTMENT ADVISOR |
| $38K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MGMT INC. | 94-3106735 | — | BROKER | $9 | — |
