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CALVERT WEALTH MANAGEMENT, INC.

EIN 52-2124554-financial services-Latest filing 2025
Plans
1
Retirement
1
$937K assets
Welfare
0
Participants
5
3175 W WARD RD, SUITE 120 - DUNKIRK, MD 20754301-812-1550calvertwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$937K - 5 part

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Retirement#001

CALVERT WEALTH MANAGEMENT, INC 401K PS PLAN

401k

Assets$937K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CALVERT WEALTH MANAGEMENT, INC 401K PS PLAN401k$937K52025
Retirement plans
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