Sponsor portfolio

TRIAGEN WEALTH MANAGEMENT, LLC

EIN 85-0798114financial servicesLatest filing 2025

Plans

Retirement

$2.0M assets

Welfare

Participants

23801 CALABASAS RD., SUITE 1010 - CALABASAS, CA 91302818-732-8553triagenwealth.comLinkedIn1-10 employeesfinancial services

Plans on this EIN

1 filing

#001401k-$2.0M - 6 part

Plan 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#001

TRIAGEN WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$2.0M

Participants6

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	TRIAGEN WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN	401k	$2.0M	6	2025

Retirement plans