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  1. Companies/
  2. Mt. Garfield Wealth Management Group, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Mt. Garfield Wealth Management Group, LLC

EIN 99-4267703-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$2.4M assets
Welfare
0
Participants
13
760 HORIZON DR STE 402 - GRAND JUNCTION, CO 81506970-270-8929
Plans on this EIN
1 filing
#001401(k)-$2.4M - 13 part

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Retirement#001

MT. GARFIELD WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN

401(k)

Assets$2.4M
Participants13
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MT. GARFIELD WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN401(k)$2.4M132025
Retirement plans
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