Sponsor portfolio
SUMWALT & SUMWALT, PA
EIN 84-4199385Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$1.5M assets
Welfare
0
Participants
3
PO BOX 31424 - CHARLOTTE, NC 282311424704-907-5436
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUMWALT & SUMWALT LAW 401(K) PLAN | 401k | $1.5M | 3 | 2025 |
Retirement plans