Carey Consulting Wealth Management, Inc. (EIN 26-0177096) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $843K in plan assets and 6 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Carey Consulting Wealth Management, Inc. 401(k) Plan | 002 | 3 | $741K |
| Carey Consulting Wealth Management, Inc. Cash Balance Plan | 003 | 3 | $102K |
26-0177096 is the Employer Identification Number (EIN) Carey Consulting 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 California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
