How big is Lynch McPeek Wealth Management's plan?

Lynch McPeek Wealth Management's plan reported $2.2M in assets and 5 participants for 2024.

Original filing (PDF)20250723134546NAL0010560290001

Lynch McPeek Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Lynch McPeek Wealth Management 401(k) Plan

401(k) retirement plan · Lynch McPeek Wealth Management's Lynch McPeek Wealth Management 401(k) Plan held $2.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Maureen McPeek signed Lynch McPeek Wealth Management's 2024 Form 5500 as plan administrator.

Maureen McPeek — 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

Lynch McPeek Wealth Management's EIN is 46-2725184.

EIN 46-2725184

Plan number 001

Plan year 2024

ACK ID 20250723134546NAL0010560290001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lynch McPeek Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lynch McPeek Wealth Management'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 LYNCH MCPEEK WEALTH MANAGEMENT.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

LYNCH MCPEEK WEALTH MANAGEMENT

EIN

all filings

Address

2700 PATRIOT BOULEVARD, SUITE 420 · GLENVIEW, IL · 60026

Phone

(224) 260-2069

Industry

Finance & Insurance

Plan administrator