How big is Lewis Management, Inc.'s plan?

Lewis Management, Inc.'s plan reported $3.7M in assets and 21 participants for 2024.

Original filing (PDF)20250915142841NAL0003181986001

Lewis Management, Inc.

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

Form 5500-SF

FILING_RECEIVED

Lewis Management, Inc. 401(k) Plan

401(k) retirement plan · Lewis Management, Inc.'s Lewis Management, Inc. 401(k) Plan held $3.7M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Milissa Parsley signed Lewis Management, Inc.'s 2024 Form 5500 as plan administrator.

Milissa Parsley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lewis Management, Inc.'s EIN is 71-0571715.

EIN 71-0571715

Plan number 002

Plan year 2024

ACK ID 20250915142841NAL0003181986001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lewis Management, Inc.'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 MANAGEMENT, INC..

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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