Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolio
SLK PRIVATE WEALTH MANAGEMENT LLC
EIN 92-0292575Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
28
10877 WILSHIRE BLVD, SUITE 1406 - LOS ANGELES, CA 90024424-500-4611
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 28 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SLK PRIVATE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$1.6M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SLK PRIVATE WEALTH MANAGEMENT LLC CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SLK PRIVATE WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $1.6M | 20 | 2025 | |
| 002 | SLK PRIVATE WEALTH MANAGEMENT LLC CASH BALANCE PLAN | CashBalance | $1.1M | 8 | 2025 |
Retirement plans