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ROLAND FINANCIAL WEALTH MANAGEMENT, LLC

EIN 81-2328645-financial services-Latest filing 2024
Plans
1
Retirement
1
$542K assets
Welfare
0
Participants
4
3910 CAUGHEY ROAD, SUITE 140 - ERIE, PA 16506814-833-2999rolandfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#002CashBalance-$542K - 4 part

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Retirement#002

ROLAND FINANCIAL WEALTH MANAGEMENT, LLC CASH BALANCE PLAN

CashBalance

Assets$542K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ROLAND FINANCIAL WEALTH MANAGEMENT, LLC CASH BALANCE PLANCashBalance$542K42024
Retirement plans
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