How big is LPWM LLC's plan?

LPWM LLC's plan reported $676K in assets and 6 participants for 2024.

Original filing (PDF)20250604114711NAL0019176976001

LPWM LLC

Name: LPWM LLC — LPWM LLC 401(k) Plan, Form 5500 (2024)
Creator: LPWM LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LPWM LLC 401(k) Plan

401(k) retirement plan · LPWM LLC's LPWM LLC 401(k) Plan held $676K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$676K

Net assets (EOY)

$676K

People on this filing

Jeffery Sutton signed LPWM LLC's 2024 Form 5500 as plan administrator.

Jeffery Sutton — 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

LPWM LLC's EIN is 83-3782204.

EIN 83-3782204

Plan number 001

Plan year 2024

ACK ID 20250604114711NAL0019176976001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

LPWM LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

LPWM LLC

EIN

all filings

Address

121 S 8TH STREET SUITE 1110 · MINNEAPOLIS, MN · 55402

Phone

(612) 338-5476

Industry

Finance & Insurance

Plan administrator