Sponsor portfolio
GOLDEN KEY WEALTH MANAGEMENT
EIN 46-1900029Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$1.0M assets
Welfare
0
Participants
2
132 MILL STREET SUITE 203 - HEALDSBURG, CA 95448707-433-6313
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 | GOLDEN KEY WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | 401k | $1.0M | 2 | 2025 |
Retirement plans