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  1. Companies/
  2. Wealthtrak Capital Management LLC

Filings through Oct 24, 2026.

Wealthtrak Capital Management LLC

EIN 45-3761238-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$691K assets
Health & Benefits
0
Participants
7
272 BENDIX ROAD, SUITE 130 - VIRGINIA BEACH, VA 23452757-523-1250
Plans on this EIN
1 filing
#001401(k)-$691K - 7 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

WEALTHTRAK 401(K) PLAN

401(k)

Assets$691K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WEALTHTRAK 401(K) PLAN401(k)$691K72025
  • WEALTHTRAK 401(K) PLAN$691K
    #001 · 401(k) · 20257
Retirement plans
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