Peninsula Wealth LLC

EIN 80-0535310financial servicesLatest filing 2024

Plans

Retirement

$2.0M assets

Welfare

Participants

350 TOWNSEND ST STE 411 - SAN FRANCISCO, CA 941071693415-678-5386peninsulawealth.comLinkedIn1-10 employeesfinancial services

Plans on this EIN

1 filing

#002401(k)-$2.0M - 8 part

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Retirement#002

PENINSULA WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$2.0M

Participants8

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
002	PENINSULA WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST	401(k)	$2.0M	8	2024

Retirement plans

Filings through Oct 24, 2026.

Sponsor portfolio