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OGDEN WEALTH MANAGEMENT & PLANNING SERVICES

EIN 46-1380639-investment banking-Latest filing 2024
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
7
P.O. BOX 1964 - SANTA MARIA, CA 93456805-739-0455LinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001401k-$1.7M - 7 part

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Retirement#001

ROBERT A. OGDEN, CFP, CPA 401(K) PROFIT SHARING PLAN

401k

Assets$1.7M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROBERT A. OGDEN, CFP, CPA 401(K) PROFIT SHARING PLAN401k$1.7M72024
Retirement plans
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