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  1. Companies/
  2. Trubee Wealth Advisors, Inc.

Filings through Oct 24, 2026.

Trubee Wealth Advisors, Inc.

EIN 16-1406627-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$24.4M assets
Health & Benefits
0
Participants
24
600 AIRBORNE PARKWAY SUITE 120 - CHEEKTOWAGA, NY 14225716-849-1401
Plans on this EIN
1 filing
#001401(k)-$24.4M - 24 part

Plan summaries

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

Retirement#001

TRUBEE WEALTH ADVISORS, INC. RETIREMENT PLAN

401(k)

Assets$24.4M
Participants24
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
#001TRUBEE WEALTH ADVISORS, INC. RETIREMENT PLAN401(k)$24.4M242025
  • TRUBEE WEALTH ADVISORS, INC. RETIREMENT PLAN$24.4M
    #001 · 401(k) · 202524
Retirement plans
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