Sponsor portfolio
ALTAMONT WEALTH MANAGEMENT, INC.
EIN 26-1606632financial servicesLatest filing 2025
Plans
1
Retirement
1
$2.3M assets
Welfare
0
Participants
2
486 S K ST - LIVERMORE, CA 945504515925-606-8181altamontwealth.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 | ALTAMONT WEALTH MANAGEMENT, INC. 401(K) PLAN | 401k | $2.3M | 2 | 2025 |
Retirement plans