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LUND WEALTH MANAGEMENT

EIN 35-2422078-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
3
225 FOXBOROUGH BLVD., SUITE 102 - FOXBOROUGH, MA 02035508-316-1949lundwealth.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.3M - 3 part

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Retirement#001

LUND WEALTH MANAGEMENT RETIREMENT PLAN

401k

Assets$1.3M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LUND WEALTH MANAGEMENT RETIREMENT PLAN401k$1.3M32025
Retirement plans
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