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SOUND HARBOR WEALTH PARTNERS L

EIN 45-3754945-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
3
5815 OLEANDER DR STE 320 - WILMINGTON, NC 284034853910-399-7765soundharborwealthpartners.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.1M - 3 part

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Retirement#001

SOUND HARBOR WEALTH PARTNERS L 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.1M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOUND HARBOR WEALTH PARTNERS L 401(K) PROFIT SHARING PLAN & TRUST401k$1.1M32025
Retirement plans
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