Original filing (PDF)20250624201320NAL0010349840001

LYELL WEALTH MANAGEMENT, LP

Name: LYELL WEALTH MANAGEMENT, LP — LYELL WEALTH MANAGEMENT 401(K) & PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LYELL WEALTH MANAGEMENT, LP

Form 5500-SF

FILING_RECEIVED

LYELL WEALTH MANAGEMENT 401(K) & PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LYELL WEALTH MANAGEMENT, LP.

Plan sponsor

Name

LYELL WEALTH MANAGEMENT, LP

EIN

81-1713122

Address

3000 SAND HILL ROAD · BUILDING 1 - SUITE 135 · MENLO PARK, CA · 94025

Phone

(650) 353-3696

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-24

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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