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CENTER FOR WEALTH PRESERVATION

EIN 20-1733915-financial services-Latest filing 2024
Plans
1
Retirement
1
$1.8M assets
Welfare
0
Participants
20
6800 JERICHO TURNPIKE, SUITE 202 WEST - SYOSSET, NY 11791631-848-9596cwpmetro.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.8M - 20 part

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Retirement#001

CENTER FOR WEALTH PRESERVATION 401K PS PLAN

401k

Assets$1.8M
Participants20
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CENTER FOR WEALTH PRESERVATION 401K PS PLAN401k$1.8M202024
Retirement plans
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