How big is Lilliston Wealth Management's plan?

Lilliston Wealth Management's plan reported $297K in assets and 1 participants for 2024.

Original filing (PDF)20251013155128NAL0001658289001

Lilliston Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Lilliston Wealth Management 401(k)

401(k) retirement plan · Lilliston Wealth Management's Lilliston Wealth Management 401(k) held $297K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$297K

Net assets (EOY)

$297K

People on this filing

Randall Jessup signed Lilliston Wealth Management's 2024 Form 5500 as plan administrator.

Randall Jessup — 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

Lilliston Wealth Management's EIN is 85-2627323.

EIN 85-2627323

Plan number 001

Plan year 2024

ACK ID 20251013155128NAL0001658289001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lilliston Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

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

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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