Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RESTON WEALTH MANAGEMENT
EIN 20-0033883financial servicesLatest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
15
1984 ISAAC NEWTON SQUARE WEST, SUITE 107 - RESTON, VA 20190703-481-2280restonwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 15 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RESTON WEALTH MANAGEMENT RETIREMENT PLAN
401k
Assets$3.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RESTON WEALTH MANAGEMENT CASH BALANCE PENSION PLAN
CashBalance
Assets$814K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RESTON WEALTH MANAGEMENT RETIREMENT PLAN | 401k | $3.2M | 8 | 2024 | |
| 002 | RESTON WEALTH MANAGEMENT CASH BALANCE PENSION PLAN | CashBalance | $814K | 7 | 2025 |
Retirement plans