Martel Wealth Advisors, Inc. (EIN 91-2092070) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $3.6M in plan assets and 21 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Martel Wealth Advisors, Inc. 401(k) Retirement Plan | 001 | 13 | $2.0M |
| Martel Wealth Advisors, Inc. Cash Balance Plan | 002 | 8 | $1.7M |
91-2092070 is the Employer Identification Number (EIN) Martel Wealth Advisors, Inc. 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 Washington EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
