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  1. Companies/
  2. CCR Wealth Management, LLC

Filings through Oct 24, 2026.

CCR Wealth Management, LLC

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

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

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

401(k)

Assets$22.8M
Participants67
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CCR WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN401(k)$22.8M672025
  • CCR WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN$22.8M
    #001 · 401(k) · 202567
Retirement plans
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