Williams & Novak Wealth Management, LLC
EIN 83-4520702PHOENIX, AZ
Williams & Novak Wealth Management, LLC (EIN 83-4520702) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $5.0M 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
$5.0M
A Williams & Novak Wealth Management, LLC employee? See the Williams & Novak Wealth Management, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 83-4520702
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| W&N WM LLC Retirement Plan & Trust | 001 | 6 | $5.0M |
About this EIN
83-4520702 is the Employer Identification Number (EIN) Williams & Novak 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 Arizona EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?