Sponsor portfolio
ARCHER POINTE WEALTH MANAGEMENT LLC
EIN 84-5105894investment managementLatest filing 2024
Plans
1
Retirement
1
$282K assets
Welfare
0
Participants
3
231 D STREET SUITE D - DAVIS, CA 95616530-280-7340archerpointewm.comLinkedIn1-10 employeesinvestment management
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 | ARCHER POINTE WEALTH MANAGEMENT 401(K) PLAN | 401k | $282K | 3 | 2024 |
Retirement plans