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SUMA WEALTH, INC.

EIN 85-0846050-financial services-Latest filing 2025
Plans
1
Retirement
1
$76K assets
Welfare
0
Participants
5
10000 WASHINGTON BOULEVARD - CULVER CITY, CA 90232310-890-9321sumawealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$76K - 5 part

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Retirement#001

SUMA WEALTH 401(K) PLAN

401k

Assets$76K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUMA WEALTH 401(K) PLAN401k$76K52025
Retirement plans
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