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  2. 1 North Wealth Services LLC

Filings through Oct 24, 2026.

Sponsor portfolio

1 North Wealth Services LLC

EIN 20-0068375-financial services-Latest filing 2025
Plans
1
Retirement
1
$506K assets
Welfare
0
Participants
9
1997 ANNAPOLIS EXCHANGE PKWY, STE 250 - ANNAPOLIS, MD 21401410-975-00991northwealthservices.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#002401(k)-$506K - 9 part

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Retirement#002

1 NORTH WEALTH SERVICES LLC RETIREMENT TRUST

401(k)

Assets$506K
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
0021 NORTH WEALTH SERVICES LLC RETIREMENT TRUST401(k)$506K92025
Retirement plans
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