Sponsor portfolio
LARSON WEALTH MANAGEMENT, LLC
EIN 46-1180244financial servicesLatest filing 2025
Plans
1
Retirement
1
$864K assets
Welfare
0
Participants
5
124 NEWMAN AVENUE, SUITE 101 - HARRISONBURG, VA 22801540-574-4391larsonwealthmgt.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 | |
|---|---|---|---|---|---|---|
| 002 | LARSON WEALTH MANAGEMENT 401(K) PLAN | 401k | $864K | 5 | 2025 |
Retirement plans