Sponsor portfolio
CORAL WEALTH MANAGEMENT
EIN 81-4883598financial servicesLatest filing 2025
Plans
1
Retirement
1
$202K assets
Welfare
0
Participants
2
20801 BISCAYNE BOULEVARD, SUITE 403 - MIAMI, FL 33180305-761-8886coralwm.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 | CORAL WEALTH MANAGEMENT 401(K) PLAN | 401k | $202K | 2 | 2025 |
Retirement plans