Original filing (PDF)20250421120224NAL0001911203001

LEWIS FINANCIAL INSURANCE SERVICES, INC.

Name: LEWIS FINANCIAL INSURANCE SERVICES, INC. — LEWIS FINANCIAL INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LEWIS FINANCIAL INSURANCE SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

LEWIS FINANCIAL INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$954K

Net assets (EOY)

$954K

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.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEWIS FINANCIAL INSURANCE SERVICES, INC..

Plan sponsor

Name

LEWIS FINANCIAL INSURANCE SERVICES, INC.

EIN

68-0406014all filings

Address

2107 MARKET STREET · REDDING, CA · 96001

Phone

(530) 229-1628

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator