How big is Lumen Wealth Group, LLC's plan?

Lumen Wealth Group, LLC's plan reported $60K in assets and 4 participants for 2025.

Original filing (PDF)20260329213113NAL0008515841001

Lumen Wealth Group, LLC

Name: Lumen Wealth Group, LLC — Lumen Wealth Group 401(k), Form 5500 (2025)
Creator: Lumen Wealth Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lumen Wealth Group 401(k) Plan

401(k) retirement plan · Lumen Wealth Group, LLC's Lumen Wealth Group 401(k) Plan held $60K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$60K

Net assets (EOY)

$60K

People on this filing

Julia WISS signed Lumen Wealth Group, LLC's 2025 Form 5500 as plan administrator.

Julia WISS — 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

Lumen Wealth Group, LLC's EIN is 82-3655426.

EIN 82-3655426

Plan number 001

Plan year 2025

ACK ID 20260329213113NAL0008515841001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lumen Wealth Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lumen Wealth Group, 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 LUMEN WEALTH GROUP, 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