Sponsor portfolio
DKB WEALTH MANAGEMENT INC
EIN 20-5996805Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$927K assets
Welfare
0
Participants
5
1605 4TH STREET - SANTA ROSA, CA 95404707-578-5123
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 | ENCORE 401K PROFIT SHARING PLAN | 401k | $927K | 5 | 2024 |
Retirement plans