How big is L Wealth, LLC's plan?

L Wealth, LLC's plan reported $1.0M in assets and 5 participants for 2024.

Original filing (PDF)20250716095418NAL0002298803001

L Wealth, LLC

Name: L Wealth, LLC — LEAP Wealth Management 401(k) Plan, Form 5500 (2024)
Creator: L Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LEAP Wealth Management 401(k) Plan

401(k) retirement plan · L Wealth, LLC's LEAP Wealth Management 401(k) Plan held $1.0M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

L Wealth, LLC's EIN is 27-1323398.

EIN 27-1323398

Plan number 001

Plan year 2024

ACK ID 20250716095418NAL0002298803001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

L Wealth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 WEALTH, 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