CLIFFORD WEALTH MANAGEMENT DBA HOLISTIC WEALTH ADVISORS
EIN 26-2863220CLIFTON PARK, NY
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.
Plans filed
1
Participants
6
Total assets
$316K
A CLIFFORD WEALTH MANAGEMENT DBA HOLISTIC WEALTH ADVISORS employee? See the CLIFFORD WEALTH MANAGEMENT DBA HOLISTIC WEALTH ADVISORS 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 26-2863220
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| CLIFFORD WEALTH MANAGEMENT 401K PLAN | 001 | 6 | $316K |
About this EIN
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?