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KEUDELL MORRISON WEALTH MANAGEME

EIN 45-4422907-investment banking-Latest filing 2025
Plans
1
Retirement
1
$4.7M assets
Welfare
0
Participants
12
235 FRONT ST. SE, SUITE 300 - SALEM, OR 97301971-209-4503keudellmorrisonwm.comLinkedIn11-50 employeesinvestment banking
Plans on this EIN
1 filing
#001401k-$4.7M - 12 part

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Retirement#001

KEUDELL MORRISON WEALTH MANAGEMENT 401(K) PROFIT SHARING

401k

Assets$4.7M
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KEUDELL MORRISON WEALTH MANAGEMENT 401(K) PROFIT SHARING401k$4.7M122025
Retirement plans
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