How big is Lionshead Wealth Management LLC's plan?

Lionshead Wealth Management LLC's plan reported $249K in assets and 2 participants for 2024.

Original filing (PDF)20250930154429NAL0013458416001

Lionshead Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Lionshead Wealth Management LLC Incentive Savings Plan

401(k) retirement plan · Lionshead Wealth Management LLC's Lionshead Wealth Management LLC Incentive Savings Plan held $249K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$249K

Net assets (EOY)

$249K

People on this filing

Scott Lasky signed Lionshead Wealth Management LLC's 2024 Form 5500 as plan administrator.

Scott Lasky — 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

Lionshead Wealth Management LLC's EIN is 82-1201208.

EIN 82-1201208

Plan number 001

Plan year 2024

ACK ID 20250930154429NAL0013458416001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lionshead Wealth Management LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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