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Sponsor portfolio

MARK WOOLLEN & ASSOCIATES, LP

EIN 54-2113517-marketing and advertising-Latest filing 2025
Plans
1
Retirement
1
$3.6M assets
Welfare
0
Participants
56
207 ASHLAND AVENUE - SANTA MONICA, CA 90405310-399-2690markwoollen.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
1 filing
#001401k-$3.6M - 56 part

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Retirement#001

MARK WOOLLEN & ASSOCIATES, LP 401K P/S PLAN

401k

Assets$3.6M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MARK WOOLLEN & ASSOCIATES, LP 401K P/S PLAN401k$3.6M562025
Retirement plans
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