Nurtured Wealth, LLC at 1255 Treat Blvd STE 300, Walnut Creek, Ca 94597 lists Jessica Mccurdy of Walnut Creek, CA as the associate.
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Andrew Mccurdy
Individual Agent
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4 OAK TREAT CT, WALNUT CREEK, CA 94597
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Jessica Mccurdy
Manager
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1255 TREAT BLVD STE 300, WALNUT CREEK, CA 94597
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1255 TREAT BLVD STE 300, WALNUT CREEK, CA 94597
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameNURTURED WEALTH, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$745,122 / $867,527 | 2023 | NURTURED WEALTH, LLC 401(K) P/S PLAN - Plan #001 | 5 / 4 | $745,122 / $867,527 |
| 2022 | Plan NameNURTURED WEALTH, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$731,949 / $745,122 | 2022 | NURTURED WEALTH, LLC 401(K) P/S PLAN - Plan #001 | 5 / 5 | $731,949 / $745,122 |
| 2021 | Plan NameNURTURED WEALTH, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$540,412 / $731,949 | 2021 | NURTURED WEALTH, LLC 401(K) P/S PLAN - Plan #001 | 4 / 4 | $540,412 / $731,949 |
| 2020 | Plan NameNURTURED WEALTH, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY3 / 4 Assets BOY/EOY$365,120 / $540,412 | 2020 | NURTURED WEALTH, LLC 401(K) P/S PLAN - Plan #001 | 3 / 4 | $365,120 / $540,412 |
| 2019 | Plan NameNURTURED WEALTH, LLC 401(K) P/S PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$284,070 / $365,120 | 2019 | NURTURED WEALTH, LLC 401(K) P/S PLAN - Plan #001 | 3 / 3 | $284,070 / $365,120 |
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