Sponsor portfolio
HIGHROAD WEALTH ADVISORS, LLC
EIN 46-4802118financial servicesLatest filing 2025
Plans
1
Retirement
1
$2.6M assets
Welfare
0
Participants
3
170 S. 2ND STREET, SUITE 201 - COOS BAY, OR 97420541-266-7623highroadwa.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 | |
|---|---|---|---|---|---|---|
| 001 | HIGHROAD WEALTH ADVISORS, LLC 401(K) PLAN | 401k | $2.6M | 3 | 2025 |
Retirement plans