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SHERWOOD WEALTH MANAGEMENT

EIN 81-3921706-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$560K assets
Welfare
0
Participants
2
2535 TOWNSGATE ROAD, SUITE 306 - WESTLAKE VILLAGE, CA 91361805-395-3055
Plans on this EIN
1 filing
#002401k-$560K - 2 part

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Retirement#002

SHERWOOD WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$560K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SHERWOOD WEALTH MANAGEMENT 401(K) PLAN401k$560K22025
Retirement plans
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