OpenERISA

Allworth Financial, LP

Folsom, CA, 95630

EIN 68-0372662
Plans
2
Total participants
3,169
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Allworth Financial 401(K) Plan517
2024Form 5500501Allworth Financial Health And Welfare Plan507
2023Form 5500001Allworth Financial 401(K) Plan395
2023Form 5500501Allworth Financial Health And Welfare Plan387
2022Form 5500001Allworth Financial 401(K) Plan352
2022Form 5500501Allworth Financial Health And Welfare Plan142
2021Form 5500001Allworth Financial 401(K) Plan284
2021Form 5500501Allworth Financial Health And Welfare Plan238
2020Form 5500001Allworth Financial 401(K) Plan225
2020Form 5500501Allworth Financial Health And Welfare Plan122

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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