Sponsor portfolio
WEALTH MANAGEMENT RESOURCES, INC.
EIN 05-0476864financial servicesLatest filing 2025
Plans
1
Retirement
1
$3.6M assets
Welfare
0
Participants
10
28 CEDAR SWAMP ROAD, STE 1 - SMITHFIELD, RI 02917401-356-1400wealthmanagers.comLinkedIn1-10 employeesfinancial services
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 | WEALTH MANAGEMENT RESOURCES, INC. 401(K) PLAN | 401k | $3.6M | 10 | 2025 |
Retirement plans