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Filings through Oct 24, 2026.

Sponsor portfolio

KWB Wealth

EIN 33-0703534-financial services-Latest filing 2025
Plans
1
Retirement
1
$6.4M assets
Welfare
0
Participants
24
1782 ORANGE TREE LANE - REDLANDS, CA 923742856909-307-8220kwbwealth.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$6.4M - 24 part

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Retirement#001

KWB WEALTH 401K PLAN

401(k)

Assets$6.4M
Participants24
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KWB WEALTH 401K PLAN401(k)$6.4M242025
Retirement plans
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