Sponsor portfolio
LAWRY / DE FREITAS WEALTH MANAGEMENT, LLC
EIN 81-2087278financial servicesLatest filing 2025
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
3
12909 SW 68TH PARKWAY STE. 120 - TIGARD, OR 97223971-222-3610lawrydefreitas.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 | LAWRY / DE FREITAS WEALTH MANAGEMENT 401(K) PLAN | 401k | $1.1M | 3 | 2025 |
Retirement plans