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Sponsor portfolio

LEWIS & PARTNERS, LLC

EIN 22-3914981-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
40
2221 MACONDA LANE - HOUSTON, TX 77027713-523-4359
Plans on this EIN
2 filings
#002CashBalance-$1.7M - 20 part#001401k-$1.6M - 20 part

Retirement portfolio analytics

2 plans aggregated / $3.2M assets / 40 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • CASH BALANCE PLAN (#002)51%
  • L&P 401(K) (#001)49%
Total $3.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)20
  • L&P 401(K) (#001)20
Total 40Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

L&P CASH BALANCE PLAN

CashBalance

Assets$1.7M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

L&P 401(K) PLAN

401k

Assets$1.6M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002L&P CASH BALANCE PLANCashBalance$1.7M202024
001L&P 401(K) PLAN401k$1.6M202025
Retirement plans
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