Beverly Hills Private Wealth LLC (EIN 88-2013867) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.2M in plan assets and 16 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Beverly Hills Private Wealth LLC Cash Balance Plan | 002 | 7 | $771K |
| Beverly Hills Private Wealth LLC 401(k) Plan | 001 | 9 | $452K |
88-2013867 is the Employer Identification Number (EIN) Beverly Hills Private Wealth 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 California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
