BREEN WEALTH MANAGEMENT, LLC
EIN 46-3985168PETALUMA, CA
BREEN WEALTH MANAGEMENT, LLC (EIN 46-3985168) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $2.5M 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
2
Participants
6
Total assets
$2.5M
A BREEN WEALTH MANAGEMENT, LLC employee? See the BREEN WEALTH MANAGEMENT, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 46-3985168
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| BWM CASH BALANCE PLAN | 002 | 3 | $1.4M |
| BWM RETIREMENT PLAN | 001 | 3 | $1.2M |
About this EIN
46-3985168 is the Employer Identification Number (EIN) BREEN 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 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?