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PH TAX & WEALTH SOLUTIONS CPAS, INC.

EIN 68-0334970-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
1
Retirement
1
$2.8M assets
Welfare
0
Participants
7
3220 BLUME DRIVE, SUITE 221 - RICHMOND, CA 94806510-223-6300
Plans on this EIN
1 filing
#001401k-$2.8M - 7 part

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Retirement#001

PH TAX & WEALTH SOLUTIONS CPAS, INC. 401(K) PLAN

401k

Assets$2.8M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PH TAX & WEALTH SOLUTIONS CPAS, INC. 401(K) PLAN401k$2.8M72024
Retirement plans
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