MEANS INVESTMENT CO., INC. DBA MEANS WEALTH MANAGEMENT
EIN 01-0377968BANGOR, ME
MEANS INVESTMENT CO., INC. DBA MEANS WEALTH MANAGEMENT (EIN 01-0377968) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $8.5M in plan assets and 39 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
39
Total assets
$8.5M
A MEANS INVESTMENT CO., INC. DBA MEANS WEALTH MANAGEMENT employee? See the MEANS INVESTMENT CO., INC. DBA MEANS WEALTH MANAGEMENT 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 01-0377968
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| MEANS WEALTH MANAGEMENT 401(K) PLAN | 001 | 20 | $7.7M |
| MEANS WEALTH MANAGEMENT CASH BALANCE PLAN | 002 | 19 | $783K |
About this EIN
01-0377968 is the Employer Identification Number (EIN) MEANS INVESTMENT CO., INC. DBA MEANS WEALTH MANAGEMENT reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Maine EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?