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Sponsor portfolio

DREW LEWIS, PC

EIN 82-1454988-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
10
2998 DOUGLAS BLVD., STE 375 - ROSEVILLE, CA 95661650-665-9000
Plans on this EIN
2 filings
#001CashBalance-$957K - 4 part#002401k-$145K - 6 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • PC CASH BALANCE (#001)87%
  • LEWIS, PC 401(K) (#002)13%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LEWIS, PC 401(K) (#002)6
  • PC CASH BALANCE (#001)4
Total 10Click 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#001

DREW LEWIS, PC CASH BALANCE

CashBalance

Assets$957K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DREW LEWIS, PC 401(K) PLAN

401k

Assets$145K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DREW LEWIS, PC CASH BALANCECashBalance$957K42024
002DREW LEWIS, PC 401(K) PLAN401k$145K62024
Retirement plans
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