Original filing (PDF)20250912081016NAL0003249378001

LYNX FINANCIAL GROUP LLC

Name: LYNX FINANCIAL GROUP LLC — LYNX FINANCIAL GROUP LLC 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LYNX FINANCIAL GROUP LLC

Form 5500-SF

FILING_RECEIVED

LYNX FINANCIAL GROUP LLC 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

LYNX FINANCIAL GROUP LLC

EIN

31-1770092all filings

Address

8857 CINCINNATI DAYTON RD · STE 202 · WEST CHESTER, OH · 450693192

Phone

(999) 999-9999

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-09-03

Filed

2025-09-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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