Sponsor portfolio
WEALTHFORGE HOLDINGS, INC
EIN 38-3818278Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$816K assets
Welfare
0
Participants
16
3015 WEST MOORE ST., SUITE 102 - RICHMOND, VA 23230804-308-0431
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 | WEALTHFORGE HOLDINGS, INC 401K PLAN | 401k | $816K | 16 | 2025 |
Retirement plans