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FMB WEALTH MANAGEMENT

EIN 77-0574271-financial services-Latest filing 2024
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
13
100 N. WESTLAKE BLVD. #201 - WESTLAKE VILLAGE, CA 91362805-446-4494fmbwealth.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.7M - 13 part

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Retirement#001

FMB WEALTH MANAGEMENT 401K PROFIT SHARING PLAN

401k

Assets$1.7M
Participants13
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FMB WEALTH MANAGEMENT 401K PROFIT SHARING PLAN401k$1.7M132024
Retirement plans
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