Sponsor portfolio
PARK CITY WEALTH MANAGEMENT LLC
EIN 47-1619902financial servicesLatest filing 2024
Plans
1
Retirement
1
$473K assets
Welfare
0
Participants
2
375 DEER VALLEY DR, PO BOX 2652 - PARK CITY, UT 84060435-655-7905parkcitywealthmanagement.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 | PCWM 401(K) PLAN | 401k | $473K | 2 | 2024 |
Retirement plans