Sponsor portfolio
EAGLE WEALTH MANAGEMENT GROUP INC.
EIN 92-2926928financial servicesLatest filing 2025
Plans
1
Retirement
1
$1.5M assets
Welfare
0
Participants
4
28212 KELLY JOHNSON PKWY, STE 175 - VALENCIA, CA 91355661-257-9800eagleretirementplans.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 | EAGLE WEALTH MANAGEMENT GROUP 401(K) PLAN | 401k | $1.5M | 4 | 2025 |
Retirement plans