How big is LFS Wealth Advisors LLC's plan?

LFS Wealth Advisors LLC's plan reported $3.3M in assets and 4 participants for 2024.

Original filing (PDF)20251006195945NAL0010188018001

LFS Wealth Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

LFS Wealth Advisors LLC Cash Balance Plan

Defined-benefit pension plan · LFS Wealth Advisors LLC's LFS Wealth Advisors LLC Cash Balance Plan held $3.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Shelby Pierce signed LFS Wealth Advisors LLC's 2024 Form 5500 as plan administrator.

Shelby Pierce — 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

LFS Wealth Advisors LLC's EIN is 82-3992900.

EIN 82-3992900

Plan number 002

Plan year 2024

ACK ID 20251006195945NAL0010188018001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

LFS Wealth Advisors LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LFS WEALTH ADVISORS 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score