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Sponsor portfolio

JOHNSON WEALTH MANAGEMENT, LLC

EIN 88-1334343-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$329K assets
Welfare
0
Participants
3
1303 E GRAND AVE, SUITE 202 - ARROYO GRANDE, CA 93420805-481-0430
Plans on this EIN
1 filing
#001401k-$329K - 3 part

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Retirement#001

JOHNSON WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN

401k

Assets$329K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JOHNSON WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN401k$329K32024
Retirement plans
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