Sponsor portfolio
GINO P. MOLETTIERI DBA LUMEN WEALTH MANAGEMENT
EIN 27-4186888Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$268K assets
Welfare
0
Participants
2
55 WALKERS BROOK DRIVE, SUITE 301 - READING, MA 01867781-247-5918
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 | LUMEN WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | 401k | $268K | 2 | 2024 |
Retirement plans