Sponsor portfolio
WEALTH LOGIC CORPORATION
EIN 77-0584167financial servicesLatest filing 2025
Plans
1
Retirement
1
$4.3M assets
Welfare
0
Participants
2
21781 HEBER WAY - SARATOGA, CA 95070408-483-8033wealthlg.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 | WEALTH LOGIC CORPORATION PENSION PLAN | TraditionalDB | $4.3M | 2 | 2025 |
Retirement plans