Sponsor portfolio

MONSON WEALTH MANAGEMENT, INC

EIN 20-4122064investment managementLatest filing 2025

Plans

Retirement

$1.6M assets

Welfare

Participants

8503 W. CLEARWATER, SUITE D - KENNEWICK, WA 99336509-628-1358monsonwealthmanagement.comLinkedIn1-10 employeesinvestment management

Plans on this EIN

1 filing

#001401k-$1.6M - 5 part

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Retirement#001

MONSON WEALTH MANAGEMENT, INC. 401(K) PSP

401k

Assets$1.6M

Participants5

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	MONSON WEALTH MANAGEMENT, INC. 401(K) PSP	401k	$1.6M	5	2025

Retirement plans