How big is La Wealth Management's plan?

La Wealth Management's plan reported $313K in assets and 3 participants for 2024.

Original filing (PDF)20250718124711NAL0000831779003

La Wealth Management

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

Form 5500-SF

FILING_RECEIVED

La Wealth Management Inc. 401(k) PS Plan

401(k) retirement plan · La Wealth Management's La Wealth Management Inc. 401(k) PS Plan held $313K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$313K

Net assets (EOY)

$313K

People on this filing

Plan Sponsor signed La Wealth Management's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

La Wealth Management's EIN is 82-2746531.

EIN 82-2746531

Plan number 001

Plan year 2024

ACK ID 20250718124711NAL0000831779003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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