WEATHERLY ASSET MANAGEMENT L.P.
EIN 33-0638187DEL MAR, CA
WEATHERLY ASSET MANAGEMENT L.P. (EIN 33-0638187) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $9.5M in plan assets and 25 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
25
Total assets
$9.5M
A WEATHERLY ASSET MANAGEMENT L.P. employee? See the WEATHERLY ASSET MANAGEMENT L.P. 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 33-0638187
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| WEATHERLY ASSET MANAGEMENT L.P. PROFIT SHARING PLAN | 001 | 13 | $8.5M |
| WEATHERLY ASSET MANAGEMENT L.P. CASH BALANCE PLAN | 002 | 12 | $931K |
About this EIN
33-0638187 is the Employer Identification Number (EIN) WEATHERLY ASSET MANAGEMENT L.P. 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 California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?