Sponsor portfolio
LATITUDE WEALTH MANAGEMENT, LLC
EIN 27-4162783financial servicesLatest filing 2025
Plans
1
Retirement
1
$685K assets
Welfare
0
Participants
5
1100 ALAKEA STREET, SUITE 2400 - HONOLULU, HI 96813808-312-6750latitudewealthmanagement.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 | LATITUDE WEALTH MANAGEMENT, LLC RETIREMENT TRUST | 401k | $685K | 5 | 2025 |
Retirement plans