Form 5500 Search

AJH WEALTH MANAGEMENT & FINANCIAL SERVICES, LLC

EIN 27-1314065BROOKFIELD, WI

AJH WEALTH MANAGEMENT & FINANCIAL SERVICES, LLC (EIN 27-1314065) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $871K in plan assets and 2 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.

Plans filed
1
Participants
2
Total assets
$871K
A AJH WEALTH MANAGEMENT & FINANCIAL SERVICES, LLC employee? See the AJH WEALTH MANAGEMENT & FINANCIAL SERVICES, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.

Form 5500 plans filed under EIN 27-1314065

Form 5500 search →
PlanPlan #ParticipantsAssets
AJH WEALTH MANAGEMENT 401(K) PLAN0012$871K

About this EIN

27-1314065 is the Employer Identification Number (EIN) AJH WEALTH MANAGEMENT & FINANCIAL SERVICES, 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 Wisconsin EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?

AJH WEALTH MANAGEMENT & FINANCIAL SERVICE… EIN & Form 5500