How big is The Lewis Group, LLC's plan?

The Lewis Group, LLC's plan reported $5.9M in assets and 186 participants for 2024.

Original filing (PDF)20250331142238NAL0011373954001

The Lewis Group, LLC

Name: The Lewis Group, LLC — The Lewis Group 401(k) Salary, Form 5500 (2024)
Creator: The Lewis Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Lewis Group 401(k) Salary Reduction Plan & Trust

401(k) retirement plan · The Lewis Group, LLC's The Lewis Group 401(k) Salary Reduction Plan & Trust held $5.9M in plan assets for 186 participants in 2024.

Signals · 1

No auditor on file

Active participants

186

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

People on this filing

TARA Evans, for TAG Resources signed The Lewis Group, LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

The Lewis Group, LLC's EIN is 81-4811950.

EIN 81-4811950

Plan number 001

Plan year 2024

ACK ID 20250331142238NAL0011373954001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Lewis Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE LEWIS GROUP, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score