Sponsor portfolio
LEDGERWISE , LLC
EIN 93-4137587accountingLatest filing 2025
Plans
1
Retirement
1
$414K assets
Welfare
0
Participants
34
508 N ACACIA AVE - SOLANA BEACH, CA 92075760-525-5771teamledgerwise.comLinkedIn1-10 employeesaccounting
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 | LEDGERWISE 401(K) PLAN | 401k | $414K | 34 | 2025 |
Retirement plans