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CHANNEL WEALTH, LLC

EIN 84-2475389-financial services-Latest filing 2024
Plans
1
Retirement
1
$1.5M assets
Welfare
0
Participants
12
3700 STATE STREET, SUITE 240 - SANTA BARBARA, CA 93105805-898-0893channelwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.5M - 12 part

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Retirement#001

CHANNEL WEALTH, LLC 401(K) PLAN

401k

Assets$1.5M
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHANNEL WEALTH, LLC 401(K) PLAN401k$1.5M122024
Retirement plans
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