EGAN Wealth Management LLC (EIN 47-2876693) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.2M in plan assets and 8 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| EGAN Wealth Management Group LLC Cash Balance Pension Plan | 002 | 4 | $853K |
| EGAN Wealth Management Group LLC 401(k) Profit Sharing Plan | 001 | 4 | $332K |
47-2876693 is the Employer Identification Number (EIN) EGAN 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 New Jersey EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
