Assets by plan
Share of aggregate retirement assets
74%top
Sponsor portfolio
ED LEWI ASSOCIATES INC
EIN 14-1587152public relations and communicationsLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
19
472 ALBANY SHAKER ROAD - ALBANY, NY 12211518-867-7943edlewi.comLinkedIn1-10 employeespublic relations and communications
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 19 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ED LEWI ASSOCIATES INC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$2.1M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ED LEWI ASSOCIATES INC. CASH BALANCE PLAN
CashBalance
Assets$733K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ED LEWI ASSOCIATES INC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $2.1M | 13 | 2025 | |
| 002 | ED LEWI ASSOCIATES INC. CASH BALANCE PLAN | CashBalance | $733K | 6 | 2024 |
Retirement plans