Sponsor portfolio
WOMACK WEALTH MANAGEMENT
EIN 26-1731241financial servicesLatest filing 2025
Plans
1
Retirement
1
$799K assets
Welfare
0
Participants
9
904 MANHATTAN AVE, 9 - MANHATTAN BEACH, CA 90266310-684-3868womackwealthmanagement.comLinkedIn11-50 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 | WOMACK WEALTH MANAGEMENT RETIREMENT TRUST | 401k | $799K | 9 | 2025 |
Retirement plans