How big is Lloyd Private Wealth Services' plan?

Lloyd Private Wealth Services' plan reported $45K in assets and 1 participants for 2025.

Original filing (PDF)20260501221314NAL0002242432025

Lloyd Private Wealth Services

Name: Lloyd Private Wealth Services — Lloyd Private Wealth, Form 5500 (2025)
Creator: Lloyd Private Wealth Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lloyd Private Wealth Services 401(k) Plan

401(k) retirement plan · Lloyd Private Wealth Services' Lloyd Private Wealth Services 401(k) Plan held $45K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$45K

Net assets (EOY)

$45K

Plan identifiers

Lloyd Private Wealth Services' EIN is 85-4234043.

EIN 85-4234043

Plan number 001

Plan year 2025

ACK ID 20260501221314NAL0002242432025

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lloyd Private Wealth Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lloyd Private Wealth Services' 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 LLOYD PRIVATE WEALTH SERVICES.

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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