Original filing (PDF)20251013155128NAL0001658289001

LILLISTON WEALTH MANAGEMENT

Name: LILLISTON WEALTH MANAGEMENT — LILLISTON WEALTH MANAGEMENT 401K, Form 5500 (2024)
Creator: LILLISTON WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

LILLISTON WEALTH MANAGEMENT 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$297K

Net assets (EOY)

$297K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LILLISTON WEALTH MANAGEMENT.

Plan sponsor

Name

LILLISTON WEALTH MANAGEMENT

EIN

85-2627323

Address

1260 SCARLET OAK CIR · ATHENS, GA · 306066280

Phone

(678) 227-3997

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2J · 401(k) feature

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Management of Companies / Holdings plans

DISTINCTION LLC

DISTINCTION LLC 401(K) PLAN

$297K · 7 participants

TWIN LAKES LLC

TWIN LAKES LLC 401K PLAN

$296K · 5 participants

ATC INC.

ATC INC. 401(K) PLAN

$297K · 31 participants

MAYA CINEMAS NORTH AMERICA, INC.

MAYA CINEMAS 401(K) PLAN

$297K · 92 participants

QUICK CARE HOLDINGS, LLC

QUICK CARE HOLDINGS, LLC 401(K) PLAN

$295K · 4 participants