Sponsor portfolio
NORTH BERKELEY WEALTH MANAGEMENT, LLC
EIN 20-2889861financial servicesLatest filing 2025
Plans
1
Retirement
1
$7.1M assets
Welfare
0
Participants
20
1995 EL DORADO AVE - BERKELEY, CA 94707510-528-5820northberkeleywealth.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 | THE PINK GIRAFFE 401(K) PROFIT SHARING PLAN | 401k | $7.1M | 20 | 2025 |
Retirement plans