How big is Lynch Financial, LLC's plan?

Lynch Financial, LLC's plan reported $325K in assets and 5 participants for 2024.

Original filing (PDF)20250825092600NAL0015049298001

Lynch Financial, LLC

Name: Lynch Financial, LLC — Lynch Financial, LLC 401(k), Form 5500 (2024)
Creator: Lynch Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lynch Financial, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Lynch Financial, LLC's Lynch Financial, LLC 401(k) Profit Sharing Plan held $325K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$325K

Net assets (EOY)

$325K

People on this filing

Sean Rowe signed Lynch Financial, LLC's 2024 Form 5500 as plan administrator.

Sean Rowe — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lynch Financial, LLC's EIN is 26-3731057.

EIN 26-3731057

Plan number 001

Plan year 2024

ACK ID 20250825092600NAL0015049298001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lynch Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lynch Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LYNCH FINANCIAL, 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