LEWIS MOHR REAL ESTATE & INSURANCE AGENCY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
14
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score
92
/ 100
Grade A
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
72
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEWIS MOHR REAL ESTATE & INSURANCE AGENCY, LLC.
Plan sponsor
Name
LEWIS MOHR REAL ESTATE & INSURANCE AGENCY, LLC
EIN
72-0651009
Address
11051 COURSEY BLVD. · SUITE A · BATON ROUGE, LA · 70816
