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  1. Companies/
  2. Vintage Wealth Management Group

Filings through Oct 24, 2026.

Vintage Wealth Management Group

EIN 27-0480202-investment management-Latest filing 2024
Plans
1
Retirement
1
$64K assets
Health & Benefits
0
Participants
3
129 W TRADE ST STE 1640 - CHARLOTTE, NC 28202704-719-2225vintagewealthmanagement.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$64K - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

VINTAGE WEALTH MANAGEMENT GROUP 401(K) PLAN

401(k)

Assets$64K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001VINTAGE WEALTH MANAGEMENT GROUP 401(K) PLAN401(k)$64K32024
  • VINTAGE WEALTH MANAGEMENT GROUP 401(K) PLAN$64K
    #001 · 401(k) · 20243
Retirement plans
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