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SUGARLOAF WEALTH MANAGEMENT, LLC

EIN 20-0232439-investment management-Latest filing 2024
Plans
1
Retirement
1
$2.4M assets
Welfare
0
Participants
14
2055 SUGARLOAF CIRCLE, SUITE 200 - DULUTH, GA 30097770-985-5473swmllc.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$2.4M - 14 part

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Retirement#001

SUGARLOAF WEALTH MANAGEMENT, LLC RETIREMENT TRUST

401k

Assets$2.4M
Participants14
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUGARLOAF WEALTH MANAGEMENT, LLC RETIREMENT TRUST401k$2.4M142024
Retirement plans
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