· 2022–2024 · DOL EFAST2

Lane Wealth Management LLC — Lane Wealth Management, Form 5500 (2025)

Original filing (PDF)20260424084335NAL0012533314001

Lane Wealth Management LLC

Form 5500-SF

FILING_RECEIVED

Lane Wealth Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Lane Wealth Management LLC's Lane Wealth Management LLC 401(k) Profit Sharing Plan & Trust held $18K in plan assets for 2 participants in 2025.

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

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

63

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LANE WEALTH MANAGEMENT LLC.

Plan sponsor

Name

LANE WEALTH MANAGEMENT LLC

EIN

88-3919972all filings

Address

5241 GREENBRIAR DR · FORT MYERS, FL · 339191912

Phone

(330) 770-1198

Industry

Other Services (ex. Public Admin)

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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