Sponsor portfolio
AUSTRIA-KENNEY WEALTH MANAGEMENT
EIN 87-0805120Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$381K assets
Welfare
0
Participants
2
14424 SE ALTA VISTA DRIVE - HAPPY BALLEY, OR 97086503-384-8440
Plans on this EIN
1 filingPlan 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 plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AUSTRIA-KENNEY FINANCIAL GROUP 401(K) PLAN | 401k | $381K | 2 | 2025 |
Retirement plans