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

Lawrence Wealth Management, LLC's plan reported $623K in assets and 3 participants for 2024.

Original filing (PDF)20251003180340NAL0003958178001

Lawrence Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Lawrence Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Lawrence Wealth Management, LLC's Lawrence Wealth Management, LLC 401(k) Plan held $623K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$623K

Net assets (EOY)

$623K

Plan identifiers

Lawrence Wealth Management, LLC's EIN is 82-4454423.

EIN 82-4454423

Plan number 001

Plan year 2024

ACK ID 20251003180340NAL0003958178001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lawrence 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 LAWRENCE 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