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  2. SMH, LLC Dba Copperline Wealth Management & Planning

Filings through Oct 24, 2026.

Sponsor portfolio

SMH, LLC Dba Copperline Wealth Management & Planning

EIN 84-3201884-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$259K assets
Welfare
0
Participants
5
1517 RUMSEY AVE - CODY, WY 82414307-586-1880
Plans on this EIN
1 filing
#001401(k)-$259K - 5 part

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Retirement#001

COPPERLINE WEALTH MANAGEMENT 401(K) PLAN

401(k)

Assets$259K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COPPERLINE WEALTH MANAGEMENT 401(K) PLAN401(k)$259K52025
Retirement plans
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