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ALLUVIAL PRIVATE WEALTH MANAGE

EIN 88-2728767-financial services-Latest filing 2025
Plans
1
Retirement
1
$272K assets
Welfare
0
Participants
14
107 N MAIN STREET STE 202 - MARION, OH 433023000740-244-8815alluvialprivatewealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$272K - 14 part

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Retirement#001

ALLUVIAL PRIVATE WEALTH MANAGE 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$272K
Participants14
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALLUVIAL PRIVATE WEALTH MANAGE 401(K) PROFIT SHARING PLAN & TRUST401k$272K142025
Retirement plans
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