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SRQ WEALTH MANAGEMENT

EIN 27-3442725-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$59K assets
Welfare
0
Participants
6
1 N TUTTLE AVE STE 1 - SARASOTA, FL 34237941-556-9004
Plans on this EIN
1 filing
#001401k-$59K - 6 part

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Retirement#001

SRQ WEALTH MANAGEMENT 401(K) P/S PLAN

401k

Assets$59K
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SRQ WEALTH MANAGEMENT 401(K) P/S PLAN401k$59K62024
Retirement plans
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