How big is Lennon Financial LLC's plan?

Lennon Financial LLC's plan reported $1.4M in assets and 6 participants for 2025.

Original filing (PDF)20260504055140NAL0002076099001

Lennon Financial LLC

Name: Lennon Financial LLC — Lennon Financial Retirement, Form 5500 (2025)
Creator: Lennon Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lennon Financial Retirement Plan

401(k) retirement plan · Lennon Financial LLC's Lennon Financial Retirement Plan held $1.4M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

MARC Lennon signed Lennon Financial LLC's 2025 Form 5500 as plan administrator.

MARC Lennon — 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

Lennon Financial LLC's EIN is 82-3522639.

EIN 82-3522639

Plan number 001

Plan year 2025

ACK ID 20260504055140NAL0002076099001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lennon Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lennon Financial LLC'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 LENNON FINANCIAL 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