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  1. Companies/
  2. Erickson Wealth Management, LLC

Filings through Oct 24, 2026.

Erickson Wealth Management, LLC

EIN 20-5075762-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$2.0M assets
Health & Benefits
0
Participants
4
1111 31ST AVENUE SOUTHWEST, SUITE D - MINOT, ND 58701701-852-6200
Plans on this EIN
1 filing
#001401(k)-$2.0M - 4 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

ERICKSON WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k)

Assets$2.0M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ERICKSON WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST401(k)$2.0M42025
  • ERICKSON WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN AND TRUST$2.0M
    #001 · 401(k) · 20254
Retirement plans
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