Beyond Wealth Financial Advisors, Inc. (EIN 27-1081422) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $1.1M in plan assets and 3 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Beyond Wealth Financial Advisors 401(k) Plan | 001 | 3 | $1.1M |
27-1081422 is the Employer Identification Number (EIN) Beyond Wealth Financial Advisors, 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 South Carolina EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
