· 2022–2024 · DOL EFAST2

LEW HALL, JR. & ASSOCIATES, INC. — LEW HALL, JR. & ASSOCIATES, INC. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251008144543NAL0014029202001

LEW HALL, JR. & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

LEW HALL, JR. & ASSOCIATES, INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

18

Accounts w/ balance

9

Plan assets (EOY)

$567K

Net assets (EOY)

$567K

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

60

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

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 LEW HALL, JR. & ASSOCIATES, INC..

Plan sponsor

Name

LEW HALL, JR. & ASSOCIATES, INC.

DBA

GENTRY MORRISON FUNERAL HOME, INC.

EIN

59-2216488

Address

1727 BARTOW ROAD · LAKELAND, FL · 33801

Phone

(863) 688-7679

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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