Wealth Strategies Financial Group LLC (EIN 26-3704838) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $5.0M in plan assets and 13 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Wealth Strategies Financial Group LLC Cash Balance Pension Plan | 003 | 7 | $2.8M |
| Wealth Strategies Financial Group 401(k) Plan | 002 | 6 | $2.2M |
26-3704838 is the Employer Identification Number (EIN) Wealth Strategies Financial Group 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 Michigan EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
