How big is Lyell Wealth Management, LP's plan?

Lyell Wealth Management, LP's plan reported $1.9M in assets and 11 participants for 2025.

Original filing (PDF)20260501170213NAL0000632467001

Lyell Wealth Management, LP

Name: Lyell Wealth Management, LP — Lyell Wealth, Form 5500 (2025)
Creator: Lyell Wealth Management, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lyell Wealth Management 401(k) & Profit Sharing Plan

401(k) retirement plan · Lyell Wealth Management, LP's Lyell Wealth Management 401(k) & Profit Sharing Plan held $1.9M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Lyell Wealth Management, LP's EIN is 81-1713122.

EIN 81-1713122

Plan number 001

Plan year 2025

ACK ID 20260501170213NAL0000632467001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lyell Wealth Management, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lyell Wealth Management, LP's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LYELL WEALTH MANAGEMENT, LP.

Finding similar companies…

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

Knocking points off