Sponsor portfolio
CAVIEZEL WEALTH MANAGEMENT
EIN 82-3569072Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$379K assets
Welfare
0
Participants
3
3312 ROSEDALE ST STE 201 - GIG HARBOR, WA 98335253-820-8943
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 | CAVIEZEL WEALTH MANAGEMENT 401K | 401k | $379K | 3 | 2025 |
Retirement plans