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GAVIN & DOLLIVER WEALTH MANAGEMENT, LLC

EIN 47-1550630-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
6
2900 WESTCHESTER AVENUE, SUITE 300 - PURCHASE, NY 10577914-373-6876
Plans on this EIN
1 filing
#001401k-$1.3M - 6 part

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Retirement#001

GAVIN & DOLLIVER WEALTH MANAGEMENT 401(K) RETIREMENT PLAN

401k

Assets$1.3M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GAVIN & DOLLIVER WEALTH MANAGEMENT 401(K) RETIREMENT PLAN401k$1.3M62024
Retirement plans
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