OpenERISA

Trailhead Wealth Management, LLC

Louisville, CO, 800271898

EIN 46-1175998
Plans
1
Total participants
49
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in ColoradoFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Trailhead Wealth Management, LLC Employees Savings Trust11
2023Form 5500-SF001Trailhead Wealth Management, LLC Employees Savings Trust11
2022Form 5500-SF001Trailhead Wealth Management, LLC Employees Savings Trust9
2021Form 5500-SF001Trailhead Wealth Management, LLC Employees Savings Trust10
2020Form 5500-SF001Trailhead Wealth Management, LLC Employees Savings 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.

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