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CONTINUITY WEALTH PARTNERS LLC

EIN 93-4352214-financial services-Latest filing 2025
Plans
1
Retirement
1
$250K assets
Welfare
0
Participants
6
259 VETERANS DRIVE - DOYLESTOWN, PA 18901267-243-7061continuityprivatewealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$250K - 6 part

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Retirement#001

CONTINUITY WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$250K
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONTINUITY WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST401k$250K62025
Retirement plans
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