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SUTLEY WERTZER, INC.

EIN 68-0466150-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.9M assets
Welfare
0
Participants
10
9700 BUSINESS PARK DRIVE, SUITE 204 - SACRAMENTO, CA 95827916-438-6700sutleywertzer.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.9M - 10 part

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Retirement#001

SUTLEY WERTZER, INC. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$2.9M
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUTLEY WERTZER, INC. 401(K) RETIREMENT SAVINGS PLAN401k$2.9M102025
Retirement plans
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