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ACOSTA WEALTH MANAGEMENT, INC.

EIN 92-1477654-investment management-Latest filing 2025
Plans
1
Retirement
1
$420K assets
Welfare
0
Participants
4
2775 N. VENTURA RD., UNIT 101 - OXNARD, CA 93036805-973-5909acostawealth.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$420K - 4 part

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Retirement#001

ACOSTA WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$420K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ACOSTA WEALTH MANAGEMENT 401(K) PLAN401k$420K42025
Retirement plans
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