SMH, LLC DBA Copperline Wealth Management & Planning (EIN 84-3201884) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $259K in plan assets and 3 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Copperline Wealth Management 401(k) Plan | 001 | 3 | $259K |
84-3201884 is the Employer Identification Number (EIN) SMH, LLC DBA Copperline Wealth Management & Planning 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 Wyoming EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
