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CCR WEALTH MANAGEMENT, LLC

EIN 04-3348472-financial services-Latest filing 2025
Plans
1
Retirement
1
$22.8M assets
Welfare
0
Participants
67
1800 WEST PARK DRIVE, SUITE 150 - WESTBOROUGH, MA 015810000508-926-2330ccrwealth.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$22.8M - 67 part

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Retirement#001

CCR WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$22.8M
Participants67
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CCR WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN401k$22.8M672025
Retirement plans
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