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  2. Eagle Wealth Management, Inc

Filings through Oct 24, 2026.

Sponsor portfolio

Eagle Wealth Management, Inc

EIN 26-4804997-financial services-Latest filing 2024
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
16
35 NW HAWTHORNE AVE. - BEND, OR 97703541-330-0220myeaglewealth.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$1.7M - 16 part

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Retirement#001

EAGLE WEALTH MANAGEMENT 401(K) PLAN

401(k)

Assets$1.7M
Participants16
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EAGLE WEALTH MANAGEMENT 401(K) PLAN401(k)$1.7M162024
Retirement plans
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