# Lewis, Kisch & Associates, Ltd 401(k) Plan
Source: https://planprovider.pro/companies/lewis-kisch-associates-ltd-401k-plan

> Lewis, Kisch & Associates, Ltd's 401(k) plan: 13 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lewis, Kisch & Associates, Ltd

- **Sponsor EIN:** 411620961

- **Sponsor Address:** 1125 S FRONTAGE RD, HASTINGS, MN, 55033

- **Plan Type:** 401(k)

- **Total Participants:** 13

- **Total Assets:** $3.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|13|$3.0M|$47,952|$163,644|

| 2023|12|$2.4M|$38,567|$144,417|

| 2022|10|$1.8M|$37,297|$128,822|

## Similar Plans

- [Bhb Advisors, LLC](https://planprovider.pro/companies/bhb-advisors-llc-401k-plan) — 9 participants

- [Mosford, Barthel & Co., PLC](https://planprovider.pro/companies/mosford-barthel-co-plc-401k-plan) — 8 participants

- [Bloch & Bloch PA](https://planprovider.pro/companies/bloch-bloch-pa-plan) — 4 participants

- [Kelly & Muehler, P.L.L.P.](https://planprovider.pro/companies/kelly-muehler-p-l-l-p-401k-plan) — 3 participants

- [Raban Financial INC.](https://planprovider.pro/companies/raban-financial-inc-401k-plan) — 2 participants

- [Lurie, LLP](https://planprovider.pro/companies/lurie-llp-plan) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lewis-kisch-associates-ltd-401k-plan)

© 2026 PlanProvider.Pro