Original filing (PDF)20260209130912NAL0001103827001

LPL Financial DBA Soloff Wealth Management DBA Soloff Wealth Managemen

Name: LPL Financial DBA Soloff Wealth Management DBA Soloff Wealth Managemen — Form 5500 Plan 001 (2025)
Creator: LPL Financial DBA Soloff Wealth Management DBA Soloff Wealth Managemen
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Soloff Wealth Management 401(k) Plan

401(k) retirement plan · LPL Financial DBA Soloff Wealth Management DBA Soloff Wealth Managemen's Soloff Wealth Management 401(k) Plan held $1.1M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

LPL Financial DBA Soloff Wealth Management DBA Soloff Wealth Managemen's EIN is 27-1943079.

EIN 27-1943079

Plan number 001

Plan year 2025

ACK ID 20260209130912NAL0001103827001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for LPL Financial DBA Soloff Wealth Management DBA Soloff Wealth Managemen from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

LPL Financial DBA Soloff Wealth Management DBA Soloff Wealth Managemen's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LPL FINANCIAL DBA SOLOFF WEALTH MANAGEMENT DBA SOLOFF WEALTH MANAGEMEN.

Finding similar companies…

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