Sponsor portfolio
BURLWOOD WEALTH LLC
EIN 99-2177406financial servicesLatest filing 2025
Plans
1
Retirement
1
$48K assets
Welfare
0
Participants
4
601 W MAIN AVE STE 820 - SPOKANE, WA 992010613352-640-8799burlwoodwealth.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 | BURLWOOD WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $48K | 4 | 2025 |
Retirement plans