Sponsor portfolio
MK WEALTH MANAGEMENT & INSURANCE SERVICES, INC
EIN 81-1292995Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$265K assets
Welfare
0
Participants
2
8 CORPORATE PARK, STE 300 - IRVINE, CA 92606949-812-9778
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 | MK WEALTH MANAGEMENT & INSURANCE SERVICES, INC | 401k | $265K | 2 | 2025 |
Retirement plans