Lion Street Financial LLC
Austin, TX
Lion Street Financial LLC of Austin, TX is the broker of record on 13 Form 5500 Schedule A filings covering 10 employer benefit plans across 10 states, with $42,466 in reported broker commissions (plan year 2025).
Quick answer
Lion Street Financial LLC (Austin, TX) is the broker of record for 10 employer benefit plan sponsors on 13 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Lion Street Financial LLC have?
- Lion Street Financial LLC is named as broker on Form 5500 Schedule A filings for 10 distinct plan sponsors in 10 states.
- Who are Lion Street Financial LLC's largest employer clients?
- By plan participants, the largest include Futureplan Fiduciary Services, LLC (196,164 participants), Galactic, Inc. (966 participants) and Noodles & Company (850 participants).
- How much does Lion Street Financial LLC earn in commissions?
- Insurers reported $42,466 in broker commissions and $168 in fees paid to Lion Street Financial LLC for plan year 2025, per Schedule A Part 1.
- Where is Lion Street Financial LLC located?
- Lion Street Financial LLC is based in Austin, TX and has employer clients in 10 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Lion Street Financial LLC 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 |
|---|---|---|---|
| Futureplan Fiduciary Services, LLC | MA | 196,164 | 2025-12-31 |
| Galactic, Inc. | AL | 966 | 2025-12-31 |
| Noodles & Company | CO | 850 | 2025-06-30 |
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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.