Sponsor portfolio
VWM OPERATIONS, LLC DBA VUECREST
EIN 71-0886597Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
6
10655 NE 4TH ST STE 503 - BELLEVUE, WA 98004425-442-0884
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 | VUECREST WEALTH MANAGEMENT 401(K) PLAN | 401k | $1.2M | 6 | 2025 |
Retirement plans