Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LYNCH MCPEEK WEALTH MANAGEMENT
EIN 46-2725184financial servicesLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
12
2700 PATRIOT BOULEVARD, SUITE 420 - GLENVIEW, IL 60026224-260-2069LinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 12 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LYNCH MCPEEK WEALTH MANAGEMENT 401(K) PLAN
401k
Assets$2.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LYNCH MCPEEK WEALTH MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LYNCH MCPEEK WEALTH MANAGEMENT 401(K) PLAN | 401k | $2.5M | 6 | 2025 | |
| 002 | LYNCH MCPEEK WEALTH MANAGEMENT CASH BALANCE PLAN | CashBalance | $1.1M | 6 | 2024 |
Retirement plans