Sponsor portfolio
LEX WEALTH MANAGEMENT LLC
EIN 33-3214466Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$51K assets
Welfare
0
Participants
3
10000 LINCOLN DR., SUITE 201 - MARLTON, NJ 08053856-803-6147
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEX WEALTH MANAGEMENT LLC 401(K) PLAN | 401k | $51K | 3 | 2025 |
Retirement plans