JOURNEY WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
8
Accounts w/ balance
9
Plan assets (EOY)
$640K
Net assets (EOY)
$640K
Plan health score
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
83
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOURNEY WEALTH MANAGEMENT LLC.
Plan sponsor
Name
JOURNEY WEALTH MANAGEMENT LLC
EIN
27-1787646
Address
903 W CENTER ST STE 7 · MANTECA, CA · 953377315
Phone
(209) 825-8888
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
