Original filing (PDF)20251003171720NAL0001638097001

LWM ADVISORS INC

Name: LWM ADVISORS INC — LARSEN WEALTH MANAGEMENT 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LWM ADVISORS INC

Form 5500-SF

FILING_RECEIVED

LARSEN WEALTH MANAGEMENT 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 LWM ADVISORS INC.

Plan sponsor

Name

LWM ADVISORS INC

EIN

88-3485977

Address

5180 GOLDEN FOOTHILL PARKWAY · SUITE 220 · EL DORADO HILLS, CA · 957620000

Phone

(916) 939-6860

Industry

Finance & Insurancesee 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

2025-10-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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