ERN Financial, LLC DBA Canopy Wealth Management (EIN 82-5499775) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $10.0M in plan assets and 15 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Canopy Wealth Management 401(k) Plan | 001 | 15 | $10.0M |
82-5499775 is the Employer Identification Number (EIN) ERN Financial, LLC DBA Canopy Wealth Management 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 Wisconsin EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
