Sponsor portfolio
GREEN RIVER WEALTH MANAGEMENT, LLC DBA LUMOS WEALTH ADVISORS
EIN 93-2140090Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
4
9100 ARBORETUM PKWY, SUITE 300 - NORTH CHESTERFIELD, VA 23236804-330-7800
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 | LUMOS WEALTH ADVISORS EMPLOYEE RETIREMENT PLAN | 401k | $1.4M | 4 | 2024 |
Retirement plans