How big is L&L Partners Wealth Management LLC's plan?

L&L Partners Wealth Management LLC's plan reported $610K in assets and 2 participants for 2022.

Original filing (PDF)20231009172815NAL0054796866001

L&L Partners Wealth Management LLC

Name: L&L Partners Wealth Management LLC — L&L Partners, Form 5500 (2022)
Creator: L&L Partners Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

L&L Partners Wealth Management LLC Profit Sharing Plan

Defined-contribution retirement plan · L&L Partners Wealth Management LLC's L&L Partners Wealth Management LLC Profit Sharing Plan held $610K in plan assets for 2 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$610K

Net assets (EOY)

$610K

Plan identifiers

L&L Partners Wealth Management LLC's EIN is 20-4457603.

EIN 20-4457603

Plan number 001

Plan year 2022

ACK ID 20231009172815NAL0054796866001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for L&L Partners Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

L&L Partners Wealth Management LLC's plan includes profit-sharing, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for L&L PARTNERS WEALTH MANAGEMENT LLC.

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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