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BALLAST WEALTH MANAGEMENT, LLC

EIN 92-1914104-financial services-Latest filing 2025
Plans
1
Retirement
1
$95K assets
Welfare
0
Participants
3
174 BELLEVUE AVE STE 210 - NEWPORT, RI 02840401-601-7153ballastwm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$95K - 3 part

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Retirement#001

BALLAST WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$95K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BALLAST WEALTH MANAGEMENT 401(K) PLAN401k$95K32025
Retirement plans
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