Sponsor portfolio
INTREPID WEALTH MANAGEMENT
EIN 82-4762616Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$52K assets
Welfare
0
Participants
2
6112 INNOVATION WAY - CARLSBAD, CA 92009760-804-9704
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 | INTREPID WEALTH MANAGEMENT 401(K) PLAN | 401k | $52K | 2 | 2025 |
Retirement plans