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  2. G.W. Sherwold Associates, Inc.

Filings through Oct 24, 2026.

G.W. Sherwold Associates, Inc.

EIN 33-0619325-financial services-Latest filing 2024
Plans
1
Retirement
1
$2.8M assets
Health & Benefits
0
Participants
4
22994 EL TORO ROAD - LAKE FOREST, CA 92630949-470-0700gwsherwold.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$2.8M - 4 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

G.W. SHERWOLD ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$2.8M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001G.W. SHERWOLD ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN401(k)$2.8M42024
  • G.W. SHERWOLD ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN$2.8M
    #001 · 401(k) · 20244
Retirement plans
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