Lewis Retail, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lewis Retail, INC.
  • Sponsor EIN: 261535574
  • Sponsor Address: 5628 CANYONWOOD CIRCLE, IDAHO FALLS, ID, 83406
  • Plan Type: 401(k)
  • Total Participants: 12
  • Total Assets: $1.1M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202412$1.1M$23,430$34,504
202314$951,256$22,952$68,138
20229$1.2M$20,854$75,803

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