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  2. The Lewis Financial Group

Filings through Oct 24, 2026.

The Lewis Financial Group

EIN 20-1938907-insurance-Latest filing 2025
Plans
1
Retirement
1
$1.1M assets
Health & Benefits
0
Participants
7
1950 LUMBER AVE STE 200 - WHEELING, WV 26003304-242-3355thelewisfg.comLinkedIn1-10 employeesinsurance
Plans on this EIN
1 filing
#001401(k)-$1.1M - 7 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

THE LEWIS FINANCIAL GROUP 401(K) PLAN

401(k)

Assets$1.1M
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001THE LEWIS FINANCIAL GROUP 401(K) PLAN401(k)$1.1M72025
  • THE LEWIS FINANCIAL GROUP 401(K) PLAN$1.1M
    #001 · 401(k) · 20257
Retirement plans
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