Filings through .
Sponsor portfolio
Iwm Advisors LLC
EIN 32-0769118Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$44K assets
Welfare
0
Participants
4
2200 DOUGLAS BLVD., STE. 100B - ROSEVILLE, CA 95661916-614-7637
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 | IMPACT WEALTH MANAGEMENT 401(K) PLAN & TRUST | 401(k) | $44K | 4 | 2025 |
Retirement plans