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DRAKE-KINZER WEALTH MANAGEMENT, LLC

EIN 27-1982989-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$2.9M assets
Welfare
0
Participants
3
1321 GENERALS HIGHWAY, SUITE 300 - CROWNSVILLE, MD 21032410-923-8660
Plans on this EIN
1 filing
#001401k-$2.9M - 3 part

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Retirement#001

DRAKE-KINZER WEALTH MANAGEMENTLLC 401K PSP

401k

Assets$2.9M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DRAKE-KINZER WEALTH MANAGEMENTLLC 401K PSP401k$2.9M32025
Retirement plans
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