How big is LVW Advisors, LLC's plan?

LVW Advisors, LLC's plan reported $3.9M in assets and 19 participants for 2024.

Original filing (PDF)20250408110314NAL0035503906001

LVW Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

LVW Advisors 401(k) Retirement Plan

401(k) retirement plan · LVW Advisors, LLC's LVW Advisors 401(k) Retirement Plan held $3.9M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Richard DYER signed LVW Advisors, LLC's 2024 Form 5500 as plan administrator.

Richard DYER — 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

LVW Advisors, LLC's EIN is 45-3236255.

EIN 45-3236255

Plan number 001

Plan year 2024

ACK ID 20250408110314NAL0035503906001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

LVW Advisors, 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 LVW ADVISORS, 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