Tompkins Wealth Management Inc.
EIN 20-8145250BEND, OR
Tompkins Wealth Management Inc. (EIN 20-8145250) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $315K in plan assets and 2 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
1
Participants
2
Total assets
$315K
A Tompkins Wealth Management Inc. employee? See the Tompkins Wealth Management Inc. 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 20-8145250
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Tompkins Wealth Management Inc. 401(k) Plan | 001 | 2 | $315K |
About this EIN
20-8145250 is the Employer Identification Number (EIN) Tompkins Wealth Management Inc. 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 Oregon EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?

