Filings through .
Sponsor portfolio
Mascagni Wealth Management
EIN 71-0913462investment managementLatest filing 2025
Plans
1
Retirement
1
$6.1M assets
Welfare
0
Participants
7
205 E. MAIN ST - CLINTON, MS 390564261601-925-8099mascagniwealth.comLinkedIn1-10 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 | |
|---|---|---|---|---|---|---|
| 004 | MASCAGNI WEALTH MANAGEMENT 401(K) PLAN | 401(k) | $6.1M | 7 | 2025 |
Retirement plans