Connecticut Wealth Management, LLC (EIN 27-2807213) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $14.4M in plan assets and 119 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Connecticut Wealth Management, LLC 401(k) Plan | 001 | 67 | $12.7M |
| Connecticut Wealth Management, LLC Cash Balance Plan | 002 | 52 | $1.6M |
27-2807213 is the Employer Identification Number (EIN) Connecticut Wealth Management, LLC 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 Connecticut EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
