TRADEWINDS WEALTH MANAGEMENT 401(K) PLAN

[ EIN: 45-4239502 | Plan No. 001 ]

TRADEWINDS WEALTH MANAGEMENT 401(K) PLAN is reported on Form 5500 as a 401(k) plan sponsored by D'URSO WEALTH MANAGEMENT, LLC DBA TRADEWINDS WEALTH MANAGEMENT. For the 2023 plan year, the plan had 8 participants and total assets of $260,325.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: D'URSO WEALTH MANAGEMENT, LLC DBA TRADEWINDS WEALTH MANAGEMENT

Location: 5550 S MACADAM AVE, SUITE 110, PORTLAND, OR 97239

EIN: 454239502

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 8

Total Assets: $260,325

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