Original filing (PDF)20250417220947NAL0002097601003

L & W FINANCIAL, LLC DBA SMITH & WYATT

Name: L & W FINANCIAL, LLC DBA SMITH & WYATT — L & W FINANCIAL, LLC DBA SMITH & WYATT 401(K) PLAN, Form 5500 (2024)
Creator: L & W FINANCIAL, LLC DBA SMITH & WYATT

Form 5500-SF

FILING_RECEIVED

L & W FINANCIAL, LLC DBA SMITH & WYATT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$176K

Net assets (EOY)

$176K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for L & W FINANCIAL, LLC DBA SMITH & WYATT.

Plan sponsor

Name

L & W FINANCIAL, LLC DBA SMITH & WYATT

EIN

20-1059293all filings

Address

511 UNIVERSITY DR. E · SUITE 210 · COLLEGE STATION, TX · 77840

Phone

(979) 431-5440

Industry

Finance & Insurancesee all

Plan administrator