Sponsor portfolio

LYNX INVESTMENT ADVISORY

EIN 52-2237955financial servicesLatest filing 2025

Plans

Retirement

$9.8M assets

Welfare

Participants

SUITE 300 1100 CONNECTICUT AVE., NW - WASHINGTON, DC 20036202-833-3700lynxinvestment.comLinkedIn11-50 employeesfinancial services

Plans on this EIN

1 filing

#001401k-$9.8M - 16 part

Plan deep-dives

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Retirement#001

LYNX INVESTMENT ADVISORY SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$9.8M

Participants16

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	LYNX INVESTMENT ADVISORY SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST	401k	$9.8M	16	2025

Retirement plans