Sponsor portfolio
JWM & AFFILIATES, INC.
EIN 46-1696154oil & energyLatest filing 2025
Plans
1
Retirement
1
$734K assets
Welfare
0
Participants
3
1320 CALLE ULTIMO - OCEANSIDE, CA 92056760-639-2720jwmandaffiliates.comLinkedIn1-10 employeesoil & energy
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 | JWM & AFFILIATES, INC. RETIREMENT PLAN | 401k | $734K | 3 | 2025 |
Retirement plans