Sponsor portfolio
CONTINUUM WEALTH ADVISORS, LLC
EIN 27-1622680investment managementLatest filing 2024
Plans
1
Retirement
1
$2.0M assets
Welfare
0
Participants
6
18 DIVISION STREET, SUITE 207B - SARATOGA SPRINGS, NY 12866518-583-4050contwealth.comLinkedIn1-10 employeesinvestment management
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 | CONTINUUM WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN | 401k | $2.0M | 6 | 2024 |
Retirement plans