Original filing (PDF)20250625123357NAL0008106641007

LEWIS & COMPANY REAL ESTATE PROFESSIONALS, LLC

Name: LEWIS & COMPANY REAL ESTATE PROFESSIONALS, LLC — THE ASHLEY LEWIS TEAM LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LEWIS & COMPANY REAL ESTATE PROFESSIONALS, LLC

Form 5500-SF

FILING_RECEIVED

THE ASHLEY LEWIS TEAM LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$238K

Net assets (EOY)

$238K

Plan health score

Top-tier plan health

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

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEWIS & COMPANY REAL ESTATE PROFESSIONALS, LLC.

Plan sponsor

Name

LEWIS & COMPANY REAL ESTATE PROFESSIONALS, LLC

EIN

45-5478854all filings

Address

701 ROPER CREEK DRIVE · GREENVILLE, SC · 29615

Phone

(864) 704-0886

Industry

Real Estatesee all

Plan administrator