Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BERTAIN ESCOBAR WEALTH MANAGEMENT
EIN 93-3095321financial servicesLatest filing 2025
Plans
2
Retirement
2
$989K assets
Welfare
0
Participants
14
100 NORTH FIRST STREET, SUITE 105 - BURBANK, CA 91502747-567-3410be-wm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $989K assets / 14 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BERTAIN ESCOBAR WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN
401k
Assets$647K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BERTAIN ESCOBAR WEALTH MANAGEMENT DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$343K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BERTAIN ESCOBAR WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | 401k | $647K | 7 | 2025 | |
| 001 | BERTAIN ESCOBAR WEALTH MANAGEMENT DEFINED BENEFIT PENSION PLAN | TraditionalDB | $343K | 7 | 2025 |
Retirement plans