Sponsor portfolio
CREATIVE WEALTH MANAGEMENT
EIN 27-4686465financial servicesLatest filing 2025
Plans
1
Retirement
1
$164K assets
Welfare
0
Participants
6
11202 RACETRACK ROAD, SUITE 102 - OCEAN PINES, MD 21811410-208-1091mycwmanagement.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 | CREATIVE WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | 401k | $164K | 6 | 2025 |
Retirement plans