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  2. Core Wealth Management

Filings through Oct 24, 2026.

Core Wealth Management

EIN 68-0544141-financial services-Latest filing 2025
Plans
1
Retirement
1
$6.2M assets
Health & Benefits
0
Participants
5
6031 WALLACE ROAD EXT., SUITE 110 - WEXFORD, PA 150903430724-371-8090corewm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$6.2M - 5 part

Plan summaries

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

Retirement#001

CORE WEALTH MANAGEMENT 401(K) PLAN

401(k)

Assets$6.2M
Participants5
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
#001CORE WEALTH MANAGEMENT 401(K) PLAN401(k)$6.2M52025
  • CORE WEALTH MANAGEMENT 401(K) PLAN$6.2M
    #001 · 401(k) · 20255
Retirement plans
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