CONNECTICUT WEALTH MANAGEMENT, LLC
EIN 27-2807213FARMINGTON, CT
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.
Plans filed
2
Participants
119
Total assets
$14.4M
A CONNECTICUT WEALTH MANAGEMENT, LLC employee? See the CONNECTICUT WEALTH MANAGEMENT, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 27-2807213
Form 5500 search →| 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 |
About this EIN
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?