How big is LH Financial Management LLC's plan?

LH Financial Management LLC's plan reported $43K in assets and 1 participants for 2025.

Original filing (PDF)20260429220606NAL0006438211083

LH Financial Management LLC

Name: LH Financial Management LLC — LH Financial, Form 5500 (2025)
Creator: LH Financial Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LH Financial Management 401(k) Plan

401(k) retirement plan · LH Financial Management LLC's LH Financial Management 401(k) Plan held $43K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$43K

Net assets (EOY)

$43K

People on this filing

Elantha Barry signed LH Financial Management LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

LH Financial Management LLC's EIN is 85-3744119.

EIN 85-3744119

Plan number 001

Plan year 2025

ACK ID 20260429220606NAL0006438211083

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for LH Financial Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

LH Financial Management 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 LH FINANCIAL MANAGEMENT LLC.

Finding similar companies…

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 (94th percentile).

Plan sponsor

Name

LH FINANCIAL MANAGEMENT LLC

EIN

all filings

Address

4 NACIENTE · RANCHO MISSION VIEJO, CA · 92694

Phone

(847) 528-9228

Industry

Professional & Technical Services

Plan administrator