Lewis Builders, Llc 401(k) Profit Sharing Plan
Sponsored by Lewis Builders, Llc · EIN 020260603 · Plan #001
- Total assets
- $15.2M
- Net assets
- $15.2M
- Active participants
- 195
- With balances
- 218
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $44,171 |
| Osaic Wealth, Inc. | Consulting (general), Investment advisory (plan) | $32,357 |
| Ej Callahan & Associates Llc | Accounting, Direct payment from the plan | $7,500 |