Lewis Management Corp. 401(k) Plan: Login, Facts & Contact Information

Lewis Management Corp. 401(k) Plan Facts

Plan name
LEWIS MANAGEMENT CORP. 401(K) PLAN
Plan type
401(k) with employer contributions
Plan sponsor
LEWIS MANAGEMENT CORP.
Participants
708 (668 active employees)
Former employees with a balance
127
Plan assets
$72,028,125 at Dec 31, 2024
Average account balance
$134,381 across 536 accounts
Employer contributions
$1,911,284 in plan year 2024 (32% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Feb 1, 1999
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window— Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 1, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $6.07 million went into the plan in contributions, $1.91 million of it from the employer (32%).
  • $4.58 million was paid out to participants.
  • Investment and other income added $11.4 million.
  • Administrative expenses were $24,283, about $45 per account.

How the Lewis Management Corp. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019590$46.6 million$1.38 million$5.95 million
2020648$52.1 million$1.43 million$5.78 million
2021669$62.0 million$1.56 million$3.96 million
2022665$49.9 million$1.69 million$7.11 million
2023684$59.1 million$1.77 million$6.53 million
2024708$72.0 million$1.91 million$4.58 million

Lewis Management Corp. 401(k) Contact Information

Phone
909-985-0971
Mailing address
1156 N. MOUNTAIN AVENUE, UPLAND CA 91785
Plan sponsor
LEWIS MANAGEMENT CORP.
Employer identification number (EIN)
47-2958500
Plan number
001

Questions about the Lewis Management Corp. 401(k)

Does Lewis Management Corp contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.91 million, 32% of all contributions.

Does the Lewis Management Corp 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Lewis Management Corp 401(k) plan?

708 participants at the start of plan year 2024, 668 of them active employees, and 127 former employees who still had money in the plan.

What is the average 401(k) balance at Lewis Management Corp?

About $134,381 per account: $72.0 million in plan assets across 536 accounts with a balance at the end of plan year 2024.

Who manages the Lewis Management Corp 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Lewis Management Corp. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: 1614 S. ACADEMY BLVD. #110, COLORADO SPRINGS, CO, 80916
Headquarter: 34 MILES WEST HWY 44 ADMINISTRATION BUILDING, ENCINAL, TX, 78019
Headquarter: 200 4TH AVENUE SOUTH, NASHVILLE, TN, 37201
Headquarter: 1 FIRST AMERICAN WAY, SANTA ANA, CA, 92707
Headquarter: 79 FIFTH AVENUE 3RD FLOOR, NEW YORK, NY, 10003