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THE MORENO WEALTH MANAGEMENT G

EIN 82-1538974-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$853K assets
Welfare
0
Participants
3
801 BRICKELL AVE STE 1700 PH - MIAMI, FL 331314901786-693-7842
Plans on this EIN
1 filing
#001401k-$853K - 3 part

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Retirement#001

THE MORENO WEALTH MANAGEMENT G 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$853K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE MORENO WEALTH MANAGEMENT G 401(K) PROFIT SHARING PLAN & TRUST401k$853K32025
Retirement plans
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