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  2. Elmwood Wealth Management, Inc.

Filings through Oct 24, 2026.

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Elmwood Wealth Management, Inc.

EIN 46-0994457-investment management-Latest filing 2025
Plans
1
Retirement
1
$2.0M assets
Welfare
0
Participants
6
2811 KELSEY STREET - BERKLEY, CA 94705510-858-2721elmwoodwealth.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$2.0M - 6 part

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Retirement#001

ELMWOOD WEALTH MANAGEMENT, INC. 401(K) PLAN

401(k)

Assets$2.0M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ELMWOOD WEALTH MANAGEMENT, INC. 401(K) PLAN401(k)$2.0M62025
Retirement plans
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