Sponsor portfolio
PRIVATE WEALTH MANAGEMENT & CONSULTING, LLC
EIN 46-0818364financial servicesLatest filing 2024
Plans
1
Retirement
1
$106K assets
Welfare
0
Participants
4
1680 METROPOLITAN CIRCLE - TALLAHASSEE, FL 32308850-692-2500pwmcllc.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 | PWMC 401(K) PLAN | 401k | $106K | 4 | 2024 |
Retirement plans