Sponsor portfolio
KDP WEALTH MANAGEMENT LLC
EIN 81-0578590financial servicesLatest filing 2025
Plans
1
Retirement
1
$888K assets
Welfare
0
Participants
8
841 O'HARE PARKWAY, STE 200 - MEDFORD, OR 97504310-374-6160kdp-wealth.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 | KDP WEALTH MANAGEMENT LLC 401(K) PLAN | 401k | $888K | 8 | 2025 |
Retirement plans