How big is LMW Financial LLC.'s plan?

LMW Financial LLC.'s plan reported $384K in assets and 6 participants for 2025.

Original filing (PDF)20260518120039NAL0000080113001

LMW Financial LLC.

Name: LMW Financial LLC. — LMW Financial, LLC 401(k) Plan, Form 5500 (2025)
Creator: LMW Financial LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LMW Financial, LLC 401(k) Plan

401(k) retirement plan · LMW Financial LLC.'s LMW Financial, LLC 401(k) Plan held $384K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$384K

Net assets (EOY)

$384K

People on this filing

Lee Weinstein signed LMW Financial LLC.'s 2025 Form 5500 as plan administrator.

Lee Weinstein — 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

LMW Financial LLC.'s EIN is 47-2471224.

EIN 47-2471224

Plan number 001

Plan year 2025

ACK ID 20260518120039NAL0000080113001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for LMW Financial LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

LMW Financial LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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