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HOLDEN WEALTH MANAGEMENT

EIN 35-2145871-financial services-Latest filing 2024
Plans
1
Retirement
1
$672K assets
Welfare
0
Participants
3
631 N. WALNUT ST. - BLOOMINGTON, IN 47404812-336-0149holdenhwm.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$672K - 3 part

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Retirement#001

HOLDEN WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$672K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOLDEN WEALTH MANAGEMENT 401(K) PLAN401k$672K32024
Retirement plans
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