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Sponsor portfolio

IWM PARTNERS, INC.

EIN 45-4141427-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
9
3 PARK PLAZA STE 1490 - IRVINE, CA 926148588714-962-8000iwmpartners.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.3M - 9 part

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Retirement#001

IWM PARTNERS 401(K) PLAN

401k

Assets$1.3M
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001IWM PARTNERS 401(K) PLAN401k$1.3M92025
Retirement plans
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