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
88
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID A. LEWIS, M.D., INC..
Plan sponsor
Name
DAVID A. LEWIS, M.D., INC.
EIN
94-2828217
Address
2204 GRANT RD. S.105 · MOUNTAIN VIEW, CA · 94040
Phone
(650) 967-8890
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
DAVID A. LEWIS, M.D.
EIN
44-4503444
City
MOUNTAIN VIEW, CA
Phone
(650) 967-8890
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-08-01
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
