SHAKESPEARE WEALTH MANAGEMENT LLC
EIN 39-1944977PEWAUKEE, WI
SHAKESPEARE WEALTH MANAGEMENT LLC (EIN 39-1944977) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $4.5M in plan assets and 7 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
7
Total assets
$4.5M
A SHAKESPEARE WEALTH MANAGEMENT LLC employee? See the SHAKESPEARE WEALTH MANAGEMENT LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 39-1944977
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN | 002 | 7 | $4.5M |
| SHAKESPEARE WEALTH MANAGEMENT, LLC CASH BALANCE PLAN | 003 | 0 | $0 |
About this EIN
39-1944977 is the Employer Identification Number (EIN) SHAKESPEARE 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 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?