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  2. LWM Advisors Inc

Filings through Oct 24, 2026.

Sponsor portfolio

LWM Advisors Inc

EIN 88-3485977-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$2.5M assets
Welfare
0
Participants
3
5180 GOLDEN FOOTHILL PARKWAY, SUITE 220 - EL DORADO HILLS, CA 957620000916-939-6860
Plans on this EIN
1 filing
#001401(k)-$2.5M - 3 part

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Retirement#001

LARSEN WEALTH MANAGEMENT 401K PROFIT SHARING PLAN

401(k)

Assets$2.5M
Participants3
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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 #NameTypeAssetsParticipantsLatest year
001LARSEN WEALTH MANAGEMENT 401K PROFIT SHARING PLAN401(k)$2.5M32025
Retirement plans
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