Sponsor portfolio
EDMUND & WHEELER, INC.
EIN 02-0414966investment managementLatest filing 2025
Plans
1
Retirement
1
$905K assets
Welfare
0
Participants
4
461 MAIN STREET, SUITE 3 - FRANCONIA, NH 03580603-336-3190section1031.comLinkedIn1-10 employeesinvestment management
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 | EDMUND & WHEELER, INC. 401(K)PLAN & TRUST | 401k | $905K | 4 | 2025 |
Retirement plans