POLEON COMPREHENSIVE WEALTH MANAGEMENT LLC
EIN 88-2798848WILLIAMSVILLE, NY
POLEON COMPREHENSIVE WEALTH MANAGEMENT LLC (EIN 88-2798848) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $66K in plan assets and 5 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
1
Participants
5
Total assets
$66K
A POLEON COMPREHENSIVE WEALTH MANAGEMENT LLC employee? See the POLEON COMPREHENSIVE WEALTH MANAGEMENT LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 88-2798848
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| POLEON WEALTH MANAGEMENT 401(K) PLAN | 001 | 5 | $66K |
About this EIN
88-2798848 is the Employer Identification Number (EIN) POLEON COMPREHENSIVE 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 New York EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?