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  2. Vance Wealth, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Vance Wealth, LLC

EIN 85-1659330-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$3.7M assets
Welfare
0
Participants
27
26491 SUMMIT CIRCLE - SANTA CLARITA, CA 91350661-775-0950
Plans on this EIN
1 filing
#001401(k)-$3.7M - 27 part

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Retirement#001

VANCE WEALTH, LLC 401(K) PROFIT SHARING PLAN

401(k)

Assets$3.7M
Participants27
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VANCE WEALTH, LLC 401(K) PROFIT SHARING PLAN401(k)$3.7M272025
Retirement plans
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