Sponsor portfolio

URDA WEALTH MANAGEMENT, INC.

EIN 20-4448090investment bankingLatest filing 2025

Plans

Retirement

$2.2M assets

Welfare

Participants

1001 2ND STREET, SUITE 255 - NAPA, CA 94559925-743-2760jimurda.comLinkedIn1-10 employeesinvestment banking

Plans on this EIN

1 filing

#001401k-$2.2M - 4 part

Plan deep-dives

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Retirement#001

URDA WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$2.2M

Participants4

Inside the deep dive

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 #	Name	Type	Assets	Participants	Latest year
001	URDA WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN	401k	$2.2M	4	2025

Retirement plans