Sponsor portfolio
KENDRICK WEALTH MANAGEMENT
EIN 47-2400469Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$314K assets
Welfare
0
Participants
6
31706 N 61ST PL - CAVE CREEK, AZ 85331480-887-8888
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 | KENDRICK WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN AND T | 401k | $314K | 6 | 2024 |
Retirement plans