Sponsor portfolio
LOBO & PASCALE WEALTH MANAGEMENT
EIN 26-1459289financial servicesLatest filing 2025
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
5
1062 BARNES RD, SUITE 201 - WALLINGFORD, CT 06492203-269-3700lobopascale.comLinkedIn1-10 employeesfinancial services
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 | LOBO & PASCALE WEALTH MANAGEMENT LLC 401K PLAN | 401k | $1.1M | 5 | 2025 |
Retirement plans