How big is Lincoln Wealth Management, LLC's plan?

Lincoln Wealth Management, LLC's plan reported $1.9M in assets and 3 participants for 2024.

Original filing (PDF)20250520135737NAL0001260289001

Lincoln Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Lincoln Wealth Management, LLC Safe Harbor 401(k) Plan

401(k) retirement plan · Lincoln Wealth Management, LLC's Lincoln Wealth Management, LLC Safe Harbor 401(k) Plan held $1.9M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Lincoln Wealth Management, LLC's EIN is 82-2064925.

EIN 82-2064925

Plan number 001

Plan year 2024

ACK ID 20250520135737NAL0001260289001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lincoln Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 LINCOLN 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