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  2. Plail Wealth Management, Inc.

Filings through Oct 24, 2026.

Plail Wealth Management, Inc.

EIN 86-1705170-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.9M assets
Health & Benefits
0
Participants
9
434 DELAWARE AVE., SUITE 1 - BUFFALO, NY 14202716-523-8196plailwm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$1.9M - 9 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

PLAIL WEALTH MANAGEMENT 401(K) PLAN

401(k)

Assets$1.9M
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PLAIL WEALTH MANAGEMENT 401(K) PLAN401(k)$1.9M92025
  • PLAIL WEALTH MANAGEMENT 401(K) PLAN$1.9M
    #001 · 401(k) · 20259
Retirement plans
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