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ALLSQUARE WEALTH MANAGEMENT, LLC

EIN 27-3195672-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.7M assets
Welfare
0
Participants
7
200 GREAT OAKS BOULEVARD, SUITE 219 - ALBANY, NY 12203518-456-8900allsquarewealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.7M - 7 part

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Retirement#001

ALLSQUARE WEALTH MANAGEMENT, LLC 401(K) PLAN

401k

Assets$2.7M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALLSQUARE WEALTH MANAGEMENT, LLC 401(K) PLAN401k$2.7M72025
Retirement plans
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