How big is Lewis & Mount LLC.'s plan?

Lewis & Mount LLC.'s plan reported $201K in assets and 6 participants for 2024.

Original filing (PDF)20250603163310NAL0010833889001

Lewis & Mount LLC.

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

Form 5500-SF

FILING_RECEIVED

Lewis & Mount, LLC. 401(k) Plan

401(k) retirement plan · Lewis & Mount LLC.'s Lewis & Mount, LLC. 401(k) Plan held $201K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$201K

Net assets (EOY)

$200K

People on this filing

Chris Lewis signed Lewis & Mount LLC.'s 2024 Form 5500 as plan administrator.

Chris Lewis — 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 & Mount LLC.'s EIN is 85-1379064.

EIN 85-1379064

Plan number 001

Plan year 2024

ACK ID 20250603163310NAL0010833889001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lewis & Mount LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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