Clifford Wealth Management DBA Holistic Wealth Advisors (EIN 26-2863220) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $316K 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 |
|---|---|---|---|
| Clifford Wealth Management 401(k) Plan | 001 | 6 | $316K |
26-2863220 is the Employer Identification Number (EIN) Clifford Wealth Management DBA Holistic Wealth Advisors 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 New York EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
