Sponsor portfolio

PRUDENT WEALTH MANAGEMENT, INC.

EIN 23-3098070investment managementLatest filing 2025

Plans

Retirement

$1.5M assets

Welfare

Participants

301 YORK ROAD - SUITE 200 - WARMINSTER, PA 18974215-942-8640prudentwm.comLinkedIn1-10 employeesinvestment management

Plans on this EIN

1 filing

#001401k-$1.5M - 2 part

Plan deep-dives

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Retirement#001

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

401k

Assets$1.5M

Participants2

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	PRUDENT WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN	401k	$1.5M	2	2025

Retirement plans