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PURSUIT WEALTH MANAGEMENT, LLC

EIN 27-1058789-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$2.2M assets
Welfare
0
Participants
7
8311 BANDFORD WAY, SUITE 105 - RALEIGH, NC 27615919-847-7600
Plans on this EIN
1 filing
#001401k-$2.2M - 7 part

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Retirement#001

PURSUIT WEALTH MANAGEMENT, LLC 401(K) PLAN

401k

Assets$2.2M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PURSUIT WEALTH MANAGEMENT, LLC 401(K) PLAN401k$2.2M72025
Retirement plans
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