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Filings through Oct 24, 2026.

Sponsor portfolio

Emeritus Wealth Management

EIN 86-3510722-financial services-Latest filing 2024
Plans
1
Retirement
1
$75K assets
Welfare
0
Participants
3
1650 MARKET STREET, 36TH FLOOR - PHILADELPHIA, PA 19103267-322-2540emerituswm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$75K - 3 part

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Retirement#001

EMERITUS 401(K) PLAN

401(k)

Assets$75K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EMERITUS 401(K) PLAN401(k)$75K32024
Retirement plans
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