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  2. Catt Wealth Consulting, LLC

Filings through Oct 24, 2026.

Catt Wealth Consulting, LLC

EIN 45-4385008-financial services-Latest filing 2025
Plans
1
Retirement
1
$335K assets
Health & Benefits
0
Participants
4
501 WEST JOHN STREET - MATTHEWS, NC 28105704-502-6649cattwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#002401(k)-$335K - 4 part

Plan summaries

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

Retirement#002

CATT WEALTH CONSULTING 401(K) & PROFIT SHARING PLAN

401(k)

Assets$335K
Participants4
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
#002CATT WEALTH CONSULTING 401(K) & PROFIT SHARING PLAN401(k)$335K42025
  • CATT WEALTH CONSULTING 401(K) & PROFIT SHARING PLAN$335K
    #002 · 401(k) · 20254
Retirement plans
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