OpenERISA

Spencer Wilson Financial Managem

Long Beach, CA, 90803

EIN 27-4412200
Plans
1
Total participants
7
Filing years
2024, 2023
NAICS
541213

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Spencer Wilson Financial Management Services -401K3
2023Form 5500-SF001Spencer Wilson Financial Management Services -401K4

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.

Other plan sponsors in California

All California plan sponsors →