Sponsor portfolio
WILKINSON WEALTH MANAGEMENT, LLC
EIN 87-3607150Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$611K assets
Welfare
0
Participants
5
7411 E. TANQUE VERDE RD. - TUCSON, AZ 85715520-777-1911
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 | WILKINSON WEALTH MANAGEMENT, LLC RETIREMENT PLAN | 401k | $611K | 5 | 2024 |
Retirement plans