How big is Lettin Wealth Management Group, Inc.'s plan?

Lettin Wealth Management Group, Inc.'s plan reported $622K in assets and 2 participants for 2024.

Original filing (PDF)20250923143831NAL0015073842001

Lettin Wealth Management Group, Inc.

Name: Lettin Wealth Management Group, Inc. — Lettin Wealth, Form 5500 (2024)
Creator: Lettin Wealth Management Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lettin Wealth 401(k) Plan

401(k) retirement plan · Lettin Wealth Management Group, Inc.'s Lettin Wealth 401(k) Plan held $622K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$622K

Net assets (EOY)

$622K

Plan identifiers

Lettin Wealth Management Group, Inc.'s EIN is 93-1256497.

EIN 93-1256497

Plan number 001

Plan year 2024

ACK ID 20250923143831NAL0015073842001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lettin Wealth Management Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lettin Wealth Management Group, 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 LETTIN WEALTH MANAGEMENT GROUP, 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