Sponsor portfolio
ACCREDITED WEALTH MANAGEMENT L
EIN 46-5300176investment managementLatest filing 2025
Plans
1
Retirement
1
$793 assets
Welfare
0
Participants
1
4938 BROWNSBORO RD STE 201 - LOUISVILLE, KY 402226385502-290-1905accreditedwm.comLinkedIn1-10 employeesinvestment management
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 | ACCREDITED WEALTH MANAGEMENT L 401(K) PROFIT SHARING PLAN & TRUST | 401k | $793 | 1 | 2025 |
Retirement plans