Sponsor portfolio
WALDEN WEALTH MANAGEMENT, LLC
EIN 47-5293716Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
2
2082 MICHELSON DRIVE, STE 103 - IRVINE, CA 92612949-825-5257waldenwealthmgt.comLinkedIn1-10 employees
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 | WALDEN WEALTH MANAGEMENT, LLC 401K PLAN | 401k | $1.1M | 2 | 2025 |
Retirement plans