OpenERISA

Brown Wealth Management

San Diego, CA, 92130

EIN 35-2543420
Plans
1
Total participants
106
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF001Brown Wealth Management 401(K) Plan22
2024Form 5500-SF001Brown Wealth Management 401(K) Plan21
2023Form 5500-SF001Brown Wealth Management 401(K) Plan20
2022Form 5500-SF001Brown Wealth Management 401(K) Plan20
2021Form 5500-SF001Brown Wealth Management 401(K) Plan15
2020Form 5500-SF001Brown Wealth Management LLC 401(K) Profit Sharing Plan & Trust8

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 →