Sponsor portfolio
KENNETH E. BOONE WEALTH MANAGEMENT, LLC
EIN 93-3146765financial servicesLatest filing 2025
Plans
1
Retirement
1
$307K assets
Welfare
0
Participants
4
723 WEST F STREET - OAKDALE, CA 95361209-847-3700kenboone.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 | |
|---|---|---|---|---|---|---|
| 002 | KENNETH E. BOONE WEALTH MANAGEMENT, LLC PROFIT SHARING PLAN | ProfitSharing | $307K | 4 | 2025 |
Retirement plans