Original filing (PDF)20250806070834NAL0002751523001

Lewis Sharpstone & Co.

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

Form 5500-SF

FILING_RECEIVED

Lewis Sharpstone & Co. 401(k) Plan

401(k) retirement plan · Lewis Sharpstone & Co.'s Lewis Sharpstone & Co. 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Lewis Sharpstone & Co.'s EIN is 83-4701792.

EIN 83-4701792

Plan number 001

Plan year 2024

ACK ID 20250806070834NAL0002751523001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lewis Sharpstone & Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lewis Sharpstone & Co.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score