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NEW INSIGHT WEALTH ADVISORS

EIN 87-4215565-financial services-Latest filing 2025
Plans
1
Retirement
1
$3.4M assets
Welfare
0
Participants
8
111 DEERWOOD RD, STE. 250 - SAN RAMON, CA 94583925-236-2440newinsightwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$3.4M - 8 part

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Retirement#001

SEONG SOO LEE RETIREMENT PLAN

401k

Assets$3.4M
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SEONG SOO LEE RETIREMENT PLAN401k$3.4M82025
Retirement plans
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