Sponsor portfolio
LIFETIME WEALTH MANAGEMENT
EIN 47-3203181financial servicesLatest filing 2024
Plans
1
Retirement
1
$466K assets
Welfare
0
Participants
3
19775 BELMONT EXECUTIVE PLAZA, SUITE 320 - ASHBURN, VA 20147703-728-9387lwm.us.comLinkedIn1-10 employeesfinancial services
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 | LWM 401(K) PLAN | 401k | $466K | 3 | 2024 |
Retirement plans