Sponsor portfolio
CAMPBELL WEALTH MANAGEMENT, INC.
EIN 20-0193064financial servicesLatest filing 2024
Plans
1
Retirement
1
$5.2M assets
Welfare
0
Participants
39
330 JOHN CARLYLE STREET, SUITE 400 - ALEXANDRIA, VA 22314703-535-5300campbellwealth.comLinkedIn11-50 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 | CAMPBELL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | 401k | $5.2M | 39 | 2024 |
Retirement plans