OpenERISA

Allyson J. Trantum Cfp, INC., DBA Ajt Wealth Consultants

Temecula, CA, 92590

EIN 81-2299644
Plans
1
Total participants
13
Filing years
2024, 2023, 2022, 2021
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Ajt Wealth Consultants 401(K) Plan4
2023Form 5500-SF001Ajt Wealth Consultants 401(K) Plan3
2022Form 5500-SF001Ajt Wealth Consultants 401(K) Plan3
2021Form 5500-SF001Ajt Wealth Consultants 401(K) Plan3

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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