How big is LCW Services, LLC d/b/a Altura Wealth Advisors' plan?

LCW Services, LLC d/b/a Altura Wealth Advisors' plan reported $920K in assets and 5 participants for 2023.

Original filing (PDF)20241108151147NAL0017575952001

LCW Services, LLC d/b/a Altura Wealth Advisors

Name: LCW Services, LLC d/b/a Altura Wealth Advisors — Form 5500 Plan 001 (2023)
Creator: LCW Services, LLC d/b/a Altura Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Altura Wealth Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · LCW Services, LLC d/b/a Altura Wealth Advisors' Altura Wealth Advisors 401(k) Profit Sharing Plan held $920K in plan assets for 5 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$920K

Net assets (EOY)

$920K

Plan identifiers

LCW Services, LLC d/b/a Altura Wealth Advisors' EIN is 84-4511300.

EIN 84-4511300

Plan number 001

Plan year 2023

ACK ID 20241108151147NAL0017575952001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for LCW Services, LLC d/b/a Altura Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

LCW Services, LLC d/b/a Altura Wealth Advisors' 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 LCW SERVICES, LLC D/B/A ALTURA WEALTH ADVISORS.

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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