Segment Wealth Management, LLC (EIN 37-1702821) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $1.8M in plan assets and 12 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Segment Wealth Management 401(k) Plan | 001 | 12 | $1.8M |
37-1702821 is the Employer Identification Number (EIN) Segment 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 Texas EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
