Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAKE TAHOE WEALTH MANAGEMENT, INC.
EIN 37-1801101financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
12
101 PARKSHORE DRIVE, SUITE 100 - FOLSOM, CA 95630855-515-5895laketahoewealthmanagement.orgLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 12 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LAKE TAHOE WEALTH MANAGEMENT 401(K) PLAN
401k
Assets$1.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
LAKE TAHOE WEALTH MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$931K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LAKE TAHOE WEALTH MANAGEMENT 401(K) PLAN | 401k | $1.3M | 7 | 2025 | |
| 002 | LAKE TAHOE WEALTH MANAGEMENT CASH BALANCE PLAN | CashBalance | $931K | 5 | 2025 |
Retirement plans