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LEWIS HOME SOURCE, INC. — LEWIS HOME SOURCE, INC. 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250728130546NAL0000904467001
LEWIS HOME SOURCE, INC.
Form 5500-SF
FILING_RECEIVED
LEWIS HOME SOURCE, INC. 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
63
Accounts w/ balance
82
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LEWIS HOME SOURCE, INC.
.
Find decision makers
Plan sponsor
Name
LEWIS HOME SOURCE, INC.
EIN
93-1171238
Address
1901 MAIN AVE N · TILLAMOOK, OR · 971413820
Phone
(503) 842-7111
Industry
Retail Trade
see all
Plan administrator
Name
LEWIS HOME SOURCE, INC.
EIN
93-1171238
City
TILLAMOOK, OR
Phone
(503) 842-7111
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
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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100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PLATT'S, INC. C/O MILBERG CONSULTING LLC
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Large plans in Oregon
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SEPARATE ACCOUNT A
$12.5B
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DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
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PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
