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NRI WEALTH MANAGEMENT

EIN 45-4999270-financial services-Latest filing 2024
Plans
1
Retirement
1
$2.2M assets
Welfare
0
Participants
3
5201 GREAT AMERICA PKWY, STE. 350 - SANTA CLARA, CA 95054510-818-1424nriwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.2M - 3 part

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Retirement#001

NRI WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$2.2M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NRI WEALTH MANAGEMENT 401(K) PLAN401k$2.2M32024
Retirement plans
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