Sponsor portfolio
REVEL PRIVATE WEALTH
EIN 93-2039385financial servicesLatest filing 2024
Plans
1
Retirement
1
$37K assets
Welfare
0
Participants
2
30210 RANCHO VIEJO ROAD STE C - SAN JUAN CAPISTRANO, CA 92675949-669-1201revelprivatewealth.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 | REVEL PRIVATE WEALTH 401(K) PROFIT SHARING PLAN & TRUST | 401k | $37K | 2 | 2024 |
Retirement plans