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EXPERIENTIAL WEALTH, INC.

EIN 52-1804602-financial services-Latest filing 2024
Plans
1
Retirement
1
$3.4M assets
Welfare
0
Participants
3
6409 81ST STREET - CABIN JOHN, MD 20818703-847-4380experientialwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$3.4M - 3 part

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Retirement#001

EXPERIENTIAL WEALTH, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$3.4M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EXPERIENTIAL WEALTH, INC. 401(K) PROFIT SHARING PLAN401k$3.4M32024
Retirement plans
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