Sponsor portfolio
KING WEALTH PLANNING, INC
EIN 77-0556094financial servicesLatest filing 2024
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
8
3190 S BASCOM AVE, STE 230 - SAN JOSE, CA 95124408-879-0789kingwealth.comLinkedIn11-50 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 | KING WEALTH PLANNING INC 401K PLAN | 401k | $1.1M | 8 | 2024 |
Retirement plans