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  1. Companies/
  2. Lumen Wealth Group, LLC

Filings through Oct 24, 2026.

Lumen Wealth Group, LLC

EIN 82-3655426-financial services-Latest filing 2025
Plans
1
Retirement
1
$60K assets
Health & Benefits
0
Participants
4
750 N. SAN VICENTE BLVD., SUITE 800 WEST - WEST HOLLYWOOD, CA 90069323-919-0021raymondjames.com/lumenwealthgroupLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$60K - 4 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

LUMEN WEALTH GROUP 401K PLAN

401(k)

Assets$60K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001LUMEN WEALTH GROUP 401K PLAN401(k)$60K42025
  • LUMEN WEALTH GROUP 401K PLAN$60K
    #001 · 401(k) · 20254
Retirement plans
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