Bertain Escobar Wealth Management (EIN 93-3095321) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $460K in plan assets and 14 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Bertain Escobar Wealth Management 401(k) Profit Sharing Plan | 002 | 7 | $314K |
| Bertain Escobar Wealth Management Defined Benefit Pension Plan | 001 | 7 | $146K |
93-3095321 is the Employer Identification Number (EIN) Bertain Escobar Wealth Management 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?
