OpenERISA

Schlieman Wealth Management, LLC

Gainesville, GA, 30501

EIN 46-5272751
Plans
2
Total participants
27
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in GeorgiaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Schlieman Wealth Management, LLC 401(K) Plan4
2024Form 5500-SF501Schlieman Wealth Management, LLC Gcf Benefit Plan3
2023Form 5500-SF001Schlieman Wealth Management, LLC 401(K) Plan4
2023Form 5500-SF501Schlieman Wealth Management, LLC Gcf Benefit Plan2
2022Form 5500-SF001Schlieman Wealth Management, LLC 401(K) Plan5
2021Form 5500-SF001Schlieman Wealth Management, LLC 401(K) Plan5
2020Form 5500-SF001Schlieman Wealth Management, LLC4

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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