Sponsor portfolio
DC WEALTH ADVISORS, INC
EIN 81-1490404Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$144K assets
Welfare
0
Participants
5
2244 N STATE COLLEGE BLVD - FULLERTON, CA 92831714-463-2188
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 | PERFECTED WEALTH MANAGEMENT 401(K) PLAN | 401k | $144K | 5 | 2025 |
Retirement plans