OpenERISA

Wealth Advocates INC. DBA Innov Wealth Strategists

Los Angeles, CA, 90068

EIN 20-5214459
Plans
2
Total participants
33
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Wealth Advocates INC. DBA Innov Wealth Strategists 401(K) Plan0
2024Form 5500-SF001Wealth Advocates INC. DBA Innov Wealth Strategists 401(K) Plan0
2023Form 5500-SF001Wealth Advocates INC. DBA Innov Wealth Strategists 401(K) Plan8
2022Form 5500-SF001Wealth Advocates INC. DBA Innov Wealth Strategists7
2021Form 5500-SF001Wealth Advocates INC. DBA Innov Wealth Strategists6
2021Form 5500-SF002Wealth Advocates INC. DBA Innovative Wealth Strategists Cash Balance Plan0
2020Form 5500-SF001Wealth Advocates INC. DBA Innov Wealth Strategists6
2020Form 5500-SF002Wealth Advocates INC. DBA Innovative Wealth Strategists Cash Balance Plan6

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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