Filings through .
Sponsor portfolio
New England Wealth Management LLC
EIN 27-2366097financial servicesLatest filing 2025
Plans
1
Retirement
1
$393K assets
Welfare
0
Participants
8
27 GARDEN STREET, SUITE 1A - DANVERS, MA 01923978-739-4900newealthmanagement.comLinkedIn11-50 employeesfinancial services
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 | NEW ENGLAND WEALTH MANAGEMENT 401(K) PLAN | 401(k) | $393K | 8 | 2025 |
Retirement plans