Sponsor portfolio
BURTON ENRIGHT WELCH
EIN 68-0425193investment managementLatest filing 2025
Plans
1
Retirement
1
$12.6M assets
Welfare
0
Participants
23
1850 MT. DIABLO BLVD. SUITE 335 - WALNUT CREEK, CA 94596925-932-8010bewinvest.comLinkedIn11-50 employeesinvestment management
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 | |
|---|---|---|---|---|---|---|
| 001 | BURTON ENRIGHT WELCH PROFIT SHARING PLAN | 401k | $12.6M | 23 | 2025 |
Retirement plans