Overland & Shanahan Wealth Advisors, Inc.
EIN 46-3312555SAN DIEGO, CA
Overland & Shanahan Wealth Advisors, Inc. (EIN 46-3312555) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $2.1M in plan assets and 6 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
1
Participants
6
Total assets
$2.1M
A Overland & Shanahan Wealth Advisors, Inc. employee? See the Overland & Shanahan Wealth Advisors, Inc. 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 46-3312555
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Overland & Shanahan Wealth Advisors, Inc. 401(k) Plan | 001 | 6 | $2.1M |
About this EIN
46-3312555 is the Employer Identification Number (EIN) Overland & Shanahan Wealth Advisors, Inc. 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?