How big is Lonetree Wealth Management, LLC's plan?

Lonetree Wealth Management, LLC's plan reported $48K in assets and 3 participants for 2025.

Original filing (PDF)20260506221129NAL0001767363001

Lonetree Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Lonetree Wealth Management 401(k) Plan

401(k) retirement plan · Lonetree Wealth Management, LLC's Lonetree Wealth Management 401(k) Plan held $48K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$48K

Net assets (EOY)

$48K

Plan identifiers

Lonetree Wealth Management, LLC's EIN is 88-3400429.

EIN 88-3400429

Plan number 001

Plan year 2025

ACK ID 20260506221129NAL0001767363001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Lonetree Wealth 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 LONETREE WEALTH MANAGEMENT, LLC.

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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