Sponsor portfolio
PIERSON WEALTH MANAGEMENT, INC.
EIN 45-1660607financial servicesLatest filing 2025
Plans
1
Retirement
1
$509K assets
Welfare
0
Participants
8
28368 CONSTELLATION ROAD, SUITE 396 - SANTA CLARITA, CA 91355661-297-7566piersonwealthmanagement.comLinkedIn1-10 employeesfinancial services
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 | PIERSON WEALTH MANAGEMENT, INC. 401K PLAN | 401k | $509K | 8 | 2025 |
Retirement plans