Sponsor portfolio
JONES-PRICE WEALTH MANAGEMENT LLC
EIN 82-1764652Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$848K assets
Welfare
0
Participants
5
805 W. BAYOU PINES DR. - LAKE CHARLES, LA 70601337-312-4001
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 | JONES - PRICE WEALTH MANAGEMENT 401(K) PLAN | 401k | $848K | 5 | 2025 |
Retirement plans