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WHEELS UP WEALTH, INC.

EIN 84-4810969-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.8M assets
Welfare
0
Participants
7
602 WEST K STREET - BENICIA, CA 94510707-234-5785wheelsupwealthinc.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.8M - 7 part

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Retirement#001

WHEELS UP WEALTH, INC. 401(K) PLAN

401k

Assets$1.8M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WHEELS UP WEALTH, INC. 401(K) PLAN401k$1.8M72025
Retirement plans
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