Sponsor portfolio
CARLIN WEALTH MANAGEMENT GROUP
EIN 92-2126138financial servicesLatest filing 2024
Plans
1
Retirement
1
$823K assets
Welfare
0
Participants
5
4006 N LAMAR BLVD - AUSTIN, TX 78756737-414-6565carlinwmg.comLinkedIn1-10 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 | CARLIN WEALTH MANAGEMENT GROUP 401(K) | 401k | $823K | 5 | 2024 |
Retirement plans