Sponsor portfolio
CANTER WEALTH
EIN 68-0651245financial servicesLatest filing 2025
Plans
1
Retirement
1
$2.5M assets
Welfare
0
Participants
21
7825 FAY AVENUE, SUITE 140 - LA JOLLA, CA 92037619-546-0973canterwealth.comLinkedIn1-10 employeesfinancial services
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 | CANTER COMPANIES 401(K) PLAN | 401k | $2.5M | 21 | 2025 |
Retirement plans