Sponsor portfolio
DUNDAS WEALTH MANAGEMENT LLC
EIN 88-0682777financial servicesLatest filing 2025
Plans
1
Retirement
1
$408K assets
Welfare
0
Participants
5
7373 E DOUBLETREE RANCH RD, SUITE 200 - SCOTTSDALE, AZ 85258480-608-1499dundaswealth.comLinkedIn1-10 employeesfinancial services
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 | DUNDAS WEALTH MANAGEMENT LLC 401(K) PLAN | 401k | $408K | 5 | 2025 |
Retirement plans