# Lewis Brothers Bakeries, INC. DB Plan
Source: https://planprovider.pro/companies/lewis-brothers-bakeries-inc-plan-003

> Lewis Brothers Bakeries, INC.'s DB plan: 526 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lewis Brothers Bakeries, INC.

- **Sponsor EIN:** 370636783

- **Sponsor Address:** 1220 WEST MICHIGAN STREET, EVANSVILLE, IN, 47710

- **Plan Type:** DB

- **Total Participants:** 526

- **Total Assets:** $70.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|526|$70.3M|$1.5M|$0|

| 2023|512|$63.4M|$3.0M|$0|

| 2022|495|$53.4M|$3.0M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CBIZ INVESTMENT ADVISORY SERVICES|INVESTMENT ADVISOR|$79,689|—|$79,689|

| ATLAS CPAS AND ADVISORS PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ATLAS CPAS AND ADVISORS PLLC](https://planprovider.pro/provider/atlas-cpas-and-advisors-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $79,689

- **Estimated Expense Ratio:** 0.113% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$80,953|$79,689|—|—|—|

| 2023|$67,667|$67,667|—|—|—|

| 2022|$70,850|$70,850|—|—|—|

## Similar Plans

- [Perfection Bakeries, INC.](https://planprovider.pro/companies/perfection-bakeries-inc-401k-plan-002) — 628 participants

- [Craftmark Bakery, LLC](https://planprovider.pro/companies/craftmark-bakery-llc-401k-plan) — 390 participants

- [Pretzels, INC](https://planprovider.pro/companies/pretzels-inc-401k-plan-001) — 335 participants

- [Harlan Foods, INC.](https://planprovider.pro/companies/harlan-foods-inc-401k-plan) — 984 participants

- [Perfection Bakeries, INC. D/B/A Aunt Millie'S Bakeries](https://planprovider.pro/companies/perfection-bakeries-inc-401k-plan-007) — 1,113 participants

- [Lewis Brothers Bakeries, INC.](https://planprovider.pro/companies/lewis-brothers-bakeries-inc-401k-plan) — 1,214 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lewis-brothers-bakeries-inc-plan-003)

© 2026 PlanProvider.Pro