Sponsor portfolio
PLUMTREE FINANCIAL, INC.
EIN 46-4881072financial servicesLatest filing 2024
Plans
1
Retirement
1
$2.1M assets
Welfare
0
Participants
5
8300 BOONE BLVD., STE. 500 - TYSONS, VA 22182703-289-5400plumtreefinancial.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 | PLUMTREE FINANCIAL, INC. 401(K) PLAN | 401k | $2.1M | 5 | 2024 |
Retirement plans