KWB WEALTH
EIN 33-0703534REDLANDS, CA
KWB WEALTH (EIN 33-0703534) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $7.5M in plan assets and 21 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
21
Total assets
$7.5M
A KWB WEALTH employee? See the KWB WEALTH 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 33-0703534
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| KWB WEALTH 401K PLAN | 001 | 21 | $7.5M |
| KWB WEALTH DEFINED BENEFIT PLAN | 002 | 0 | $0 |
About this EIN
33-0703534 is the Employer Identification Number (EIN) KWB WEALTH 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?