How big is LSA Wealth Management Group, LLC's plan?

LSA Wealth Management Group, LLC's plan reported $252K in assets and 6 participants for 2025.

Original filing (PDF)20260427104311NAL0008522897001

LSA Wealth Management Group, LLC

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

Form 5500-SF

FILING_RECEIVED

LSA Wealth Management Group 401(k) Profit Sharing Plan

401(k) retirement plan · LSA Wealth Management Group, LLC's LSA Wealth Management Group 401(k) Profit Sharing Plan held $252K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$252K

Net assets (EOY)

$252K

Plan identifiers

LSA Wealth Management Group, LLC's EIN is 99-2138817.

EIN 99-2138817

Plan number 001

Plan year 2025

ACK ID 20260427104311NAL0008522897001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

LSA Wealth Management Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 LSA WEALTH MANAGEMENT GROUP, 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