OpenERISA

Means Investment Co., INC. DBA Means Wealth Management

Bangor, ME, 04401

EIN 01-0377968
Plans
2
Total participants
177
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in MaineFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF001Means Wealth Management 401(K) Plan21
2024Form 5500-SF001Means Wealth Management 401(K) Plan20
2024Form 5500-SF002Means Wealth Management Cash Balance Plan19
2023Form 5500-SF001Means Wealth Management 401(K) Plan17
2023Form 5500-SF002Means Wealth Management Cash Balance Plan16
2022Form 5500-SF001Means Wealth Management 401(K) Plan16
2022Form 5500-SF002Means Wealth Management Cash Balance Plan13
2021Form 5500-SF001Means Wealth Management 401(K) Plan15
2021Form 5500-SF002Means Wealth Management Cash Balance Plan14
2020Form 5500-SF001Means Wealth Management 401(K) Plan14
2020Form 5500-SF002Means Wealth Management Cash Balance Plan12

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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