Sponsor portfolio
CONFIDENCE WEALTH
EIN 47-3623370investment managementLatest filing 2025
Plans
1
Retirement
1
$983K assets
Welfare
0
Participants
23
170 S GREEN VALLEY PKWY STE 300, STE 300 - HENDERSON, NV 89012424-465-9985confidencewealth.comLinkedIn11-50 employeesinvestment management
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 | CONFIDENCE WEALTH 401K | 401k | $983K | 23 | 2025 |
Retirement plans