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BLUE ZONE WEALTH ADVISORS, LLC

EIN 84-2785431-financial services-Latest filing 2024
Plans
1
Retirement
1
$767K assets
Welfare
0
Participants
7
11812 SAN VICENTE BLVD STE 250 - LOS ANGELES, CA 90049310-310-2789bluezoneadvisory.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001ProfitSharing-$767K - 7 part

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Retirement#001

BLUE ZONE WEALTH ADVISORS 401(K) PROFIT SHARING PLAN

ProfitSharing

Assets$767K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BLUE ZONE WEALTH ADVISORS 401(K) PROFIT SHARING PLANProfitSharing$767K72024
Retirement plans
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