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LEWIS ASSET MANAGEMENT LLC

EIN 77-0669605-financial services-Latest filing 2025
Plans
1
Retirement
1
$168K assets
Welfare
0
Participants
5
985 MORAGA RD., SUITE 207 - LAFAYETTE, CA 94549925-284-4033lewisam.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$168K - 5 part

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Retirement#001

LEWIS ASSET MANAGEMENT 401(K) PLAN

401k

Assets$168K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEWIS ASSET MANAGEMENT 401(K) PLAN401k$168K52025
Retirement plans
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