Sponsor portfolio
MAYER PRIVATE WEALTH MANAGEMENT,
EIN 45-5038116financial servicesLatest filing 2025
Plans
1
Retirement
1
$215K assets
Welfare
0
Participants
6
8000 AVALON BOULEVARD,, SUITE 100, - ALPHARETTA, GA 30009516-410-0022mayerprivatewealthmanagement.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MAYER PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN | 401k | $215K | 6 | 2025 |
Retirement plans