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Sponsor portfolio

PARTNERSHIP WEALTH MANAGEMENT, LLC

EIN 51-0552488-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
4
606 E JOPPA ROAD - TOWSON, MD 21286410-732-2633partnershipwm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#002401k-$1.1M - 4 part

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Retirement#002

PARTNERSHIP WEALTH MANAGEMENT 401K PLAN

401k

Assets$1.1M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PARTNERSHIP WEALTH MANAGEMENT 401K PLAN401k$1.1M42025
Retirement plans
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