Sponsor portfolio
CAPITAL WEALTH MANAGEMENT, LLC
EIN 36-4885141investment managementLatest filing 2024
Plans
1
Retirement
1
$3.5M assets
Welfare
0
Participants
19
1300 DIVISION ROAD SUITE 203 - WEST WARWICK, RI 02893401-885-1060capitalwealthllc.comLinkedIn11-50 employeesinvestment management
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 | CAPITAL WEALTH MANAGEMENT, LLC 401(K) PS PLAN | 401k | $3.5M | 19 | 2024 |
Retirement plans