Sponsor portfolio
DIRECTIONAL WEALTH MANAGEMENT, LLC
EIN 47-2333093financial servicesLatest filing 2024
Plans
1
Retirement
1
$156K assets
Welfare
0
Participants
4
141 W MAIN ST - ROCKAWAY, NJ 07866201-396-0719mywealthdirection.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 | DIRECTIONAL WEALTH MANAGEMENT, LLC 401K PLAN | 401k | $156K | 4 | 2024 |
Retirement plans