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BWM PLANNING, LLC

EIN 84-2261918-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$189K assets
Welfare
0
Participants
5
2700 POST OAK BLVD, FLOOR 21 - HOUSTON, TX 77056281-377-3170
Plans on this EIN
1 filing
#001401k-$189K - 5 part

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Retirement#001

BWM PLANNING 401(K) PLAN

401k

Assets$189K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BWM PLANNING 401(K) PLAN401k$189K52025
Retirement plans
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