Sponsor portfolio
WHITE MARLIN WEALTH MANAGEMENT LLC
EIN 45-3999462Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
3
150 A ANDOVER ST, SUITE 10A - DANVERS, MA 01923978-304-1212
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 | WMWM LLC 401 (K) P/S PLAN | 401k | $1.2M | 3 | 2025 |
Retirement plans