Sponsor portfolio
TRUMBOWER FINANCIAL ADVISORS, LLC
EIN 52-1972696financial servicesLatest filing 2025
Plans
1
Retirement
1
$9.9M assets
Welfare
0
Participants
11
3 BETHESDA METRO CENTER SUITE 340 - BETHESDA, MD 20814301-215-8341trufinancial.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 | |
|---|---|---|---|---|---|---|
| 003 | TRUMBOWER FINANCIAL ADVISORS LLC EMPLOYEE SAVINGS PLAN | 401k | $9.9M | 11 | 2025 |
Retirement plans