How big is Lewis & Roberts, PLLC's plan?

Lewis & Roberts, PLLC's plan reported $18.8M in assets and 24 participants for 2024.

Original filing (PDF)20250922084309NAL0004464305001

Lewis & Roberts, PLLC

Name: Lewis & Roberts, PLLC — Lewis & Roberts, PLLC, Form 5500 (2024)
Creator: Lewis & Roberts, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lewis & Roberts, PLLC Retirement Savings Plan

401(k) retirement plan · Lewis & Roberts, PLLC's Lewis & Roberts, PLLC Retirement Savings Plan held $18.8M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18.8M

Net assets (EOY)

$18.8M

Plan identifiers

Lewis & Roberts, PLLC's EIN is 56-2022568.

EIN 56-2022568

Plan number 001

Plan year 2024

ACK ID 20250922084309NAL0004464305001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lewis & Roberts, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lewis & Roberts, PLLC'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 LEWIS & ROBERTS, PLLC.

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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