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CLAIRE REID WEALTH ADVISORY

EIN 26-0906680-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.5M assets
Welfare
0
Participants
3
100 WITMER ROAD, STE. 140. - HORSHAM, PA 19044267-463-4871crwealthadvisory.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.5M - 3 part

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Retirement#001

CLAIRE REID WEALTH ADVISORY 401(K) PLAN

401k

Assets$1.5M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLAIRE REID WEALTH ADVISORY 401(K) PLAN401k$1.5M32025
Retirement plans
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