How big is Lions Gate Wealth Management, LLC's plan?

Lions Gate Wealth Management, LLC's plan reported $1.0M in assets and 14 participants for 2024.

Original filing (PDF)20250514104152NAL0012752099001

Lions Gate Wealth Management, LLC

Name: Lions Gate Wealth Management, LLC — Lions Gate, Form 5500 (2024)
Creator: Lions Gate Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lions Gate Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Lions Gate Wealth Management, LLC's Lions Gate Wealth Management, LLC 401(k) Plan held $1.0M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Deborah DAFF-Siggins signed Lions Gate Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Deborah DAFF-Siggins — 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

Lions Gate Wealth Management, LLC's EIN is 45-2927785.

EIN 45-2927785

Plan number 001

Plan year 2024

ACK ID 20250514104152NAL0012752099001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lions Gate Wealth Management, 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 LIONS GATE WEALTH MANAGEMENT, LLC.

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Plan health score

Above-average plan

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