Sponsor portfolio
FLYWHEEL PRIVATE WEALTH LLC
EIN 92-2236843financial servicesLatest filing 2025
Plans
1
Retirement
1
$205K assets
Welfare
0
Participants
3
4 MAIN STREET, SUITE 240 - LOS ALTOS, CA 94022650-229-8782flywheelpw.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 | FLYWHEEL PRIVATE WEALTH 401(K) PLAN | 401k | $205K | 3 | 2025 |
Retirement plans