Sponsor portfolio
PENTAS WEALTH MANAGEMENT, LLC
EIN 81-1681053Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
13
2513 SOUTH MAIN ST. - MOULTRIE, FL 31768229-616-6162
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 | PENTAS WEALTH MANAGEMENT, LLC RETIREMENT PLAN | 401k | $1.6M | 13 | 2024 |
Retirement plans