Jim Sealy signed Lewis Communications, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lewis Communications, Inc.'s EIN is 63-0326789.
Download the official 2024 Form 5500 (PDF) for Lewis Communications, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lewis Communications, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERESA M. FRENKEL, P.C | 72-1400033 | — | ACCOUNTANT | $7K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $33K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds International Growth and Income | Mutual Funds | — | — | $2.4M | 14.4% | |
| Invesco, Ltd S&P 500 Index | Common Collective Trusts | — | — | $1.6M | 9.7% | |
| T. Rowe Price Retirement 2030 | Other securities | — | — | $1.5M | 9.2% | |
| T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $1.5M | 8.7% | |
| Fidelity Advisor Fidelity Advisor Equity Growth | Mutual Funds | — | — | $1.3M | 7.5% | |
| Blackrock Investments, Inc. Russell Midcap Index A | Common Stocks | — | — | $1.0M | 6.1% | |
| Allspring Core Plus Bond Fund Class A | Mutual Funds | — | — | $835K | 5.0% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $727K | 4.3% | |
| T. Rowe Price Retirement 2055 | Other securities | — | — | $701K | 4.2% | |
| Blackrock Investments, Inc. MSCI Total International Index Fund A 77 Blackrock Investments, Inc. Russell 2000 Small Cap A | Common Collective Trusts | — | — | $674K | 4.0% | |
| T. Rowe Price Retirement 2045 | Other securities | — | — | $671K | 4.0% | |
| METLIFE REL ST VAL 25053 - 25 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $659K | 3.9% | |
| T. Rowe Price Retirement 2035 | Other securities | — | — | $644K | 3.8% | |
| GQG Partners International Opportunities Fund Class R6 | Other securities | — | — | $630K | 3.8% | |
| T. Rowe Price Retirement 2040 | Other securities | — | — | $274K | 1.6% | |
| Janus Henderson Funds Janus Henderson Enterprise | Mutual Funds | — | — | $273K | 1.6% | |
| T. Rowe Price Retirement Balanced | Pooled Separate Accounts | — | — | $269K | 1.6% | |
| GQG Partners Emerging Markets Equity R6 | Other securities | — | — | $257K | 1.5% | |
| Cohen & Steers Real Estate Sucrities Fund Class A | Other securities | — | — | $242K | 1.4% | |
| Geneva Capital Management, LLC Small Cap Growth Fund Class A | Other securities | — | — | $165K | 1.0% | |
| Oakmark Fund Investor | Other securities | — | — | $156K | 0.9% | |
| T. Rowe Price Retirement 2060 | Other securities | — | — | $90K | 0.5% | |
| Participant Notes Interest Rates at 6.50% to 9.50% | Bonds / Notes | — | — | $89K | 0.5% | |
| JP Morgan Asset Management Undiscovered Managers Behavioral Value Fund | Other securities | — | — | $85K | 0.5% | |
| T. Rowe Price Retirement 2025 | Other securities | — | — | $23K | 0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
