Susan Schwarm DBA Winchester Wealth Advisors (EIN 26-1160395) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.7M in plan assets and 6 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Susan Schwarm DBA Winchester Wealth Advisors Cash Balance Plan | 001 | 3 | $1.4M |
| Susan Schwarm DBA Winchester Wealth Advisors 401(k) Profit Sharing Plan | 002 | 3 | $353K |
26-1160395 is the Employer Identification Number (EIN) Susan Schwarm DBA Winchester Wealth Advisors 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 Illinois EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
