Sponsor portfolio
ENTRUST WEALTH ADVISORS LLC
EIN 83-2489298investment managementLatest filing 2024
Plans
1
Retirement
1
$505K assets
Welfare
0
Participants
5
12760 HIGH BLUFF DRIVE SUITE 110 - SAN DIEGO, CA 92130858-257-4646entrustwealthadvisors.comLinkedIn1-10 employeesinvestment management
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 | ENTRUST WEALTH ADVISORS 401(K) RETIREMENT SAVINGS PLAN | 401k | $505K | 5 | 2024 |
Retirement plans