How big is Lifetime Wealth Management's plan?

Lifetime Wealth Management's plan reported $466K in assets and 2 participants for 2024.

Original filing (PDF)20251012134103NAL0000794978001

Lifetime Wealth Management

Name: Lifetime Wealth Management — LWM 401(k) Plan, Form 5500 (2024)
Creator: Lifetime Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LWM 401(k) Plan

401(k) retirement plan · Lifetime Wealth Management's LWM 401(k) Plan held $466K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$466K

Net assets (EOY)

$466K

Plan identifiers

Lifetime Wealth Management's EIN is 47-3203181.

EIN 47-3203181

Plan number 001

Plan year 2024

ACK ID 20251012134103NAL0000794978001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lifetime Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIFETIME 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 average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

LIFETIME WEALTH MANAGEMENT

EIN

all filings

Address

19775 BELMONT EXECUTIVE PLAZA · SUITE 320 · ASHBURN, VA · 20147

Phone

(703) 728-9387

Industry

Finance & Insurance

Plan administrator