Sponsor portfolio
LMZ WEALTH MANAGEMENT
EIN 99-1530045Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$326K assets
Welfare
0
Participants
9
2451 WEST MONROE, SUITE 101 - SPRINGFIELD, IL 62704217-953-7399
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 | LMZ WEALTH MANAGEMENT 401(K) PLAN | 401k | $326K | 9 | 2025 |
Retirement plans