Sponsor portfolio
HESLIN WEALTH MANAGEMENT, LLC
EIN 88-0978588Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$164K assets
Welfare
0
Participants
4
777 E TAHQUITZ CANYON WAY, SUITE 323 - PALM SPRINGS, CA 92262760-218-8700
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 | HESLIN WEALTH MANAGEMENT, LLC 401(K) PLAN | 401k | $164K | 4 | 2025 |
Retirement plans