Wealth Management Solutions LLC (EIN 41-2177250) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $2.6M in plan assets and 8 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Wealth Management Solutions, LLC 401(k) Plan | 001 | 4 | $1.7M |
| Wealth Management Solutions, LLC Cash Balance Plan | 002 | 4 | $911K |
41-2177250 is the Employer Identification Number (EIN) Wealth Management Solutions 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 Arizona EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
