Sponsor portfolio
TIMMONS WEALTH MANAGEMENT, LLC
EIN 46-1169086investment managementLatest filing 2025
Plans
1
Retirement
1
$446K assets
Welfare
0
Participants
3
300 NORTH MAIN STREET - ATTLEBORO, MA 02703774-331-2172twealthmanagement.comLinkedIn1-10 employeesinvestment management
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 | TIMMONS WEALTH MANAGEMENT, LLC 401(K) PLAN | 401k | $446K | 3 | 2025 |
Retirement plans