Original filing (PDF)20250331142238NAL0011373954001

THE LEWIS GROUP, LLC

Name: THE LEWIS GROUP, LLC — THE LEWIS GROUP 401(K) SALARY REDUCTION PLAN & TRUST, Form 5500 (2024)
Creator: THE LEWIS GROUP, LLC

Form 5500-SF

FILING_RECEIVED

THE LEWIS GROUP 401(K) SALARY REDUCTION PLAN & TRUST

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

186

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE LEWIS GROUP, LLC.

Plan sponsor

Name

THE LEWIS GROUP, LLC

EIN

81-4811950

Address

155 RAILROAD PLAZA · ROYERSFORD, PA · 19468

Phone

(610) 495-6695

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-31

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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