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Sponsor portfolio

TOWERMARK WEALTH MANAGEMENT, LLC

EIN 82-4418628-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$4.4M assets
Welfare
0
Participants
7
55 NOD ROAD - AVON, CT 06001860-507-7668towermarkwealth.comLinkedIn1-10 employees
Plans on this EIN
1 filing
#001401k-$4.4M - 7 part

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Retirement#001

TOWERMARK WEALTH MANAGEMENT, LLC 401(K) PLAN

401k

Assets$4.4M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TOWERMARK WEALTH MANAGEMENT, LLC 401(K) PLAN401k$4.4M72025
Retirement plans
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