Original filing (PDF)20250603151759NAL0010777057001

LEWIS AND TIBBITTS INC.

Name: LEWIS AND TIBBITTS INC. — LEWIS AND TIBBITTS INC. 401(K) PLAN, Form 5500 (2024)
Creator: LEWIS AND TIBBITTS INC.

Form 5500-SF

FILING_RECEIVED

LEWIS AND TIBBITTS INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

LEWIS AND TIBBITTS INC.

EIN

94-2195160

Address

1470 INDUSTRIAL AVENUE · SAN JOSE, CA · 95112

Phone

(408) 925-0220

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-06-03

Pension benefit codes

2A · Age/service weighted or new comparability

2D · Offset of another plan

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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