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

Active participants

11,819

Total plan assets

$4.1B

Filings (rows)

Direct comp

$31K

Indirect comp

Aggregating 2 name variants under "LEWIS WEALTH"

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LEWIS WEALTH MGMT3 LEWIS WEALTH PARTNERS1

SERVICES PROVIDED

Other service providers4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Greenberg Traurig, PA Greenberg Traurig 401(k) Plan · all filings	DORAL, FL	Other service providers	3,961	$1.6B	$10K	$0
Greenberg Traurig, PA Greenberg Traurig 401(k) Plan · all filings	DORAL, FL	Other service providers	3,822	$1.4B	$8K	$0
Greenberg Traurig, PA Greenberg Traurig 401(k) Plan · all filings	DORAL, FL	Other service providers	3,865	$1.1B	$8K	$0
James River Air Conditioning Company James River Air Conditioning Company 401(k) Profit Sharing Plan · all filings	RICHMOND, VA	Other service providers	171	$15.2M	$5K	$0