Sponsor portfolio
COMPREHENSIVE WEALTH MANAGEMENT, LLC
EIN 91-2135495financial servicesLatest filing 2025
Plans
1
Retirement
1
$3.4M assets
Welfare
0
Participants
12
3500 188TH STREET SW, SUITE 102 - LYNNWOOD, WA 98037425-778-6160cwmnw.comLinkedIn11-50 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 | CWM 401(K) PROFIT SHARING PLAN | 401k | $3.4M | 12 | 2025 |
Retirement plans