Filings through .
Pines Wealth Management, L.L.C.
EIN 20-0588584investment managementLatest filing 2025
Plans
2
Retirement
1
$2.9M assets
Health & Benefits
1
Participants
16
2 CITY PLACE DR., SUITE 30 - ST LOUIS, MO 631417096314-254-6666pineswealth.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PINES WEALTH MANAGEMENT PROFIT SHARING PLAN
401(k)
Assets$2.9M
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#001
PINES WEALTH MANAGEMENT PROFIT SHARING PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PINES WEALTH MANAGEMENT PROFIT SHARING PLAN | 401(k) | $2.9M | 8 | 2025 |
- #001 · 401(k) · 20258
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #001 | PINES WEALTH MANAGEMENT PROFIT SHARING PLAN | Self-funded | - | $0 | 0 | 2025 |
- #001 · Self-funded · 20250
Retirement plans
Health & Benefits plans