Sponsor portfolio
MAHERAS WEALTH MANAGEMENT, INC.
EIN 27-3649576financial servicesLatest filing 2025
Plans
1
Retirement
1
$2.6M assets
Welfare
0
Participants
3
1777 BOREL PLACE, SUITE 407 - SAN MATEO, CA 94402650-525-0600maheraswealthmanagement.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 | MAHERAS WEALTH MANAGEMENT, INC. 401(K) PLAN & TRUST | 401k | $2.6M | 3 | 2025 |
Retirement plans