Sponsor portfolio
VON ADELUNG WEALTH MANAGEMENT
EIN 27-3535416financial servicesLatest filing 2025
Plans
1
Retirement
1
$595K assets
Welfare
0
Participants
5
2550 HONOLULU AVENUE, SUITE 209 - MONTROSE, CA 91020818-547-4822vonadelungwealthmanagement.comLinkedIn1-10 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 | VON ADELUNG WEALTH MANAGEMENT 401(K) PLAN & TRUST | 401k | $595K | 5 | 2025 |
Retirement plans