Jamison Private Wealth Management, Inc. (EIN 58-1833272) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $7.2M 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 |
|---|---|---|---|
| Jamison Private Wealth Management, Inc. 401(k) Plan | 002 | 5 | $7.2M |
| Jamison Private Wealth Management GCF Benefit Plan | 501 | 3 | $12K |
58-1833272 is the Employer Identification Number (EIN) Jamison Private Wealth Management, 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 Georgia EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
