Form 5500 Search

THE INSTITUTE FOR WEALTH MANAGEMENT LLC

EIN 20-0013572DENVER, CO

THE INSTITUTE FOR WEALTH MANAGEMENT LLC (EIN 20-0013572) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $615K in plan assets and 4 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.

Plans filed
1
Participants
4
Total assets
$615K
A THE INSTITUTE FOR WEALTH MANAGEMENT LLC employee? See the THE INSTITUTE FOR WEALTH MANAGEMENT LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.

Form 5500 plans filed under EIN 20-0013572

Form 5500 search →
PlanPlan #ParticipantsAssets
THE INSTIUTUTE FOR WEALTH MANAGEMENT 401(K) PLAN0014$615K

About this EIN

20-0013572 is the Employer Identification Number (EIN) THE INSTITUTE FOR WEALTH MANAGEMENT LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.

Find other employers in the same state on Colorado EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?

THE INSTITUTE FOR WEALTH MANAGEMENT LLC EIN & Form 5500