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COPIA WEALTH MANAGEMENT LLC

EIN 27-1292118-financial services-Latest filing 2024
Plans
1
Retirement
1
$497K assets
Welfare
0
Participants
4
790 SW INDUSTRIAL WAY SUITE 100 - BEND, OR 97702541-647-2545copiawealthmanagement.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$497K - 4 part

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Retirement#001

COPIA WEALTH MANAGEMENT LLC 401(K) PLAN

401k

Assets$497K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COPIA WEALTH MANAGEMENT LLC 401(K) PLAN401k$497K42024
Retirement plans
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