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KA GREGORY WEALTH MANAGEMENT LLC

EIN 45-4013375-investment management-Latest filing 2024
Plans
1
Retirement
1
$368K assets
Welfare
0
Participants
3
244 LATITUDE LANE, SUITE 105 - LAKE WYLIE, SC 29710803-619-5062gregorywealthmanagement.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$368K - 3 part

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Retirement#001

KA GREGORY WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$368K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KA GREGORY WEALTH MANAGEMENT 401(K) PLAN401k$368K32024
Retirement plans
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