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  2. David Kramer, a Sole Proprietor

Filings through Oct 24, 2026.

David Kramer, a Sole Proprietor

EIN 68-0220943-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$499K assets
Health & Benefits
0
Participants
3
3478 BUSKIRK AVE. SUITE 270 - PLEASANT HILL, CA 94523925-938-3200
Plans on this EIN
1 filing
#001401(k)-$499K - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

RETIREMENT WEALTH & TAX ADVISORS 401(K) PLAN

401(k)

Assets$499K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001RETIREMENT WEALTH & TAX ADVISORS 401(K) PLAN401(k)$499K32025
  • RETIREMENT WEALTH & TAX ADVISORS 401(K) PLAN$499K
    #001 · 401(k) · 20253
Retirement plans
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