Form 5500 Search

LEWIS WEALTH

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
4
Active participants
11,819
Total plan assets
$4.1B
Filings (rows)
4
Direct comp
$31K
Indirect comp
$0
Aggregating 2 name variants under "LEWIS WEALTH"

SERVICES PROVIDED

Other4

Top plans served

All 4 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
GREENBERG TRAURIG, PA
GREENBERG TRAURIG 401(K) PLAN
DORAL, FL
Other
NONE
3,961$1.6B$10K
GREENBERG TRAURIG, PA
GREENBERG TRAURIG 401(K) PLAN
DORAL, FL
Other
NONE
3,822$1.4B$8K
GREENBERG TRAURIG, PA
GREENBERG TRAURIG 401(K) PLAN
DORAL, FL
Other
NONE
3,865$1.1B$8K
JAMES RIVER AIR CONDITIONING COMPANY
JAMES RIVER AIR CONDITIONING COMPANY 401(K) PROFIT SHARING PLAN
RICHMOND, VA
Other
NONE
171$15.2M$5K
LEWIS WEALTH — Form 5500 Service Provider Profile | Form 5500 Search