Assets by plan
Share of aggregate retirement assets
Filings through .
Mission Wealth Management, LP
EIN 82-3762916financial servicesLatest filing 2025
Plans
3
Retirement
2
$37.3M assets
Health & Benefits
1
$1.6M premiums
Participants
478
1111 CHAPALA STREET, 3RD FLOOR - SANTA BARBARA, MI 93101805-882-2360missionwealthmanagement.netLinkedIn11-50 employeesfinancial services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $37.3M assets / 299 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.6M premiums / 273 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Other$73K
- Life$45K
- Short-term disability$45K
- Long-term disability$45K
- Vision$16K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
MISSION WEALTH MANAGEMENT, L.P. 401(K) PLAN
401(k)
Assets$31.3M
Participants197
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
MISSION WEALTH MANAGEMENT CASH BALANCE PENSION PLAN
Cash balance
Assets$6.0M
Participants102
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
MISSION WEALTH MANAGEMENT HEALTH AND WELFARE PLAN
Fully insured - BLUE CROSS OF CALIFORNIA
Premiums$1.6M
Covered lives273
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MISSION WEALTH MANAGEMENT, L.P. 401(K) PLAN | 401(k) | $31.3M | 197 | 2025 |
| #002 | MISSION WEALTH MANAGEMENT CASH BALANCE PENSION PLAN | Cash balance | $6.0M | 102 | 2025 |
- #001 · 401(k) · 2025197
- #002 · Cash balance · 2025102
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MISSION WEALTH MANAGEMENT HEALTH AND WELFARE PLAN | Fully insured | BLUE CROSS OF CALIFORNIA | $1.6M | 273 | 2025 |
- #501 · Fully insured · BLUE CROSS OF CALIFORNIA · 2025273
Retirement plans
Health & Benefits plans