PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LWIN FAMILY CO., LLC
Sponsor portfolio

LWIN FAMILY CO., LLC

EIN 56-2065375-computer software-Latest filing 2025
Plans
2
Retirement
1
$11.3M assets
Welfare
1
$216K premiums
Participants
349
3623 LAZY HAWK ROAD, SUITE 101 - ROCK HILL, SC 29730704-926-2292LinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$11.3M - 189 part#503Mixed-$216K - 162 lives

Benefits portfolio analytics

1 plan / $216K premiums / 162 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$99K
  • Other$63K
  • Life$30K
  • Long-term disability$21K
  • Short-term disability$18K
  • Vision$15K
Total $216K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $216K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • JAS D COLLIER & CO100%
Total $30K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LWIN FAMILY CO. RETIREMENT PLAN

401k

Assets$11.3M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

HISSHO SUSHI WELFARE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$216K
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LWIN FAMILY CO. RETIREMENT PLAN401k$11.3M1892025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503HISSHO SUSHI WELFARE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$216K1622025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica