Sponsor portfolio
GRAPE WEALTH MANAGEMENT
EIN 88-0785748financial servicesLatest filing 2025
Plans
1
Retirement
1
$2K assets
Welfare
0
Participants
3
31285 TEMECULA PKWY, STE 235 - TEMECULA, CA 92592951-500-5730investgrape.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 | GRAPE WEALTH MANAGEMENT 401K PLAN | 401k | $2K | 3 | 2025 |
Retirement plans