Sponsor portfolio
PARKWORTH WEALTH MANAGEMENT IN
EIN 82-0583986financial servicesLatest filing 2024
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
6
475 ALBERTO WAY STE 210 - LOS GATOS, CA 950325482408-436-9800parkworth.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 | PARKWORTH WEALTH MANAGEMENT IN 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.1M | 6 | 2024 |
Retirement plans