Sponsor portfolio
JLIFE WEALTH MANAGEMENT
EIN 20-3570652financial servicesLatest filing 2025
Plans
1
Retirement
1
$148K assets
Welfare
0
Participants
2
1646 NELSON AVE. - MANHATTAN BEACH, CA 90266310-545-8500jlifewealth.comLinkedIn1-10 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 | JLIFE WEALTH 401(K) & PROFIT SHARING PLAN | 401k | $148K | 2 | 2025 |
Retirement plans