OpenERISA

Continuity Wealth Management, Corp.

Portland, OR, 97219

EIN 93-1111946
Plans
1
Total participants
18
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Continuity Wealth Management 401(K) Profit Sharing Plan3
2023Form 5500-SF001Srm Advisors 401K PS Plan3
2022Form 5500-SF001Srm Advisors 401K PS Plan5
2021Form 5500-SF001Srm Advisors 401K PS Plan3
2020Form 5500-SF001Srm Advisors 401K PS Plan4

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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