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ENCOMPASS WEALTH ADVISORS, LLC

EIN 47-1340605-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.4M assets
Welfare
0
Participants
5
15350 SW SEQUOIA PARKWAY, SUITE 250 - PORTLAND, OR 97224971-371-1002encompasswa.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.4M - 5 part

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Retirement#001

ENCOMPASS WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN

401k

Assets$2.4M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ENCOMPASS WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN401k$2.4M52025
Retirement plans
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