Sponsor portfolio
COMMON SENSONOMICS WEALTH MANAGEMENT
EIN 47-3004625financial servicesLatest filing 2025
Plans
1
Retirement
1
$567K assets
Welfare
0
Participants
2
770 MENLO AVENUE, SUITE 200 - MENLO PARK, CA 94025650-419-8620commonswm.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 | COMMON SENSONOMICS WEALTH MANAGEMENT RETIREMENT PLAN | 401k | $567K | 2 | 2025 |
Retirement plans