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TROVATO WEALTH MANAGEMENT

EIN 46-3078306-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
5
4925 COMMERCE DRIVE, SUITE 100 - BAKERSFIELD, CA 93309661-864-7500trovatowealthmanagement.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.6M - 5 part

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Retirement#001

TROVATO WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN

401k

Assets$1.6M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TROVATO WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN401k$1.6M52025
Retirement plans
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