How big is LWM Advisors Inc.'s plan?

LWM Advisors Inc.'s plan reported $2.0M in assets and 3 participants for 2024.

Original filing (PDF)20251003171720NAL0001638097001

LWM Advisors Inc.

Name: LWM Advisors Inc. — Larsen Wealth Management 401(k), Form 5500 (2024)
Creator: LWM Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Larsen Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · LWM Advisors Inc.'s Larsen Wealth Management 401(k) Profit Sharing Plan held $2.0M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

LWM Advisors Inc.'s EIN is 88-3485977.

EIN 88-3485977

Plan number 001

Plan year 2024

ACK ID 20251003171720NAL0001638097001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LWM Advisors Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LWM Advisors Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LWM ADVISORS INC.

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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