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  2. RBJ Wealth Management, LLC

Filings through Oct 24, 2026.

RBJ Wealth Management, LLC

EIN 84-2799689-financial services-Latest filing 2025
Plans
1
Retirement
1
$215K assets
Health & Benefits
0
Participants
7
225 INTERNATIONAL CIRCLE, SUITE 102 - HUNT VALLEY, MD 21030443-278-6729LinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$215K - 7 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

RBJ WEALTH MANAGEMENT, LLC 401(K) PLAN

401(k)

Assets$215K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001RBJ WEALTH MANAGEMENT, LLC 401(K) PLAN401(k)$215K72025
  • RBJ WEALTH MANAGEMENT, LLC 401(K) PLAN$215K
    #001 · 401(k) · 20257
Retirement plans
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