Lenz Financial Group
Portland, OK
Lenz Financial Group of Portland, OK is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $0 in reported broker commissions (plan year 2025).
Quick answer
Lenz Financial Group (Portland, OK) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Lenz Financial Group have?
- Lenz Financial Group is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Lenz Financial Group's largest employer clients?
- By plan participants, the largest include Mental Health For Children, Inc. (111 participants).
- Where is Lenz Financial Group located?
- Lenz Financial Group is based in Portland, OK.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Lenz Financial Group on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Mental Health For Children, Inc. | OR | 111 | 2024-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.