Sponsor portfolio
AMERIWAY FINANCIAL SERVICES, INC. D/B/A VALLUM WEALTH MANAGEMENT
EIN 22-2684622Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
2
FIVE GREENTREE CENTRE, 525 ROUTE 73 NORTH SUITE 213 - MARLTON, NJ 08053856-782-1600
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 | |
|---|---|---|---|---|---|---|
| 002 | AMERIWAY FINANCIAL SERVICES, INC. RETIREMENT PLAN | 401k | $1.7M | 2 | 2024 |
Retirement plans