Sponsor portfolio
LW FAMILY OFFICE, LLC
EIN 42-1727480Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$505K assets
Welfare
0
Participants
1
3189 DANVILLE BLVD., SUITE 295 - ALAMO, CA 945071980925-362-4601
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 | LW FAMILY OFFICE, LLC 401K PLAN | 401k | $505K | 1 | 2025 |
Retirement plans