WEALTH MANAGEMENT SOLUTIONS LLC
EIN 41-2177250SCOTTSDALE, AZ
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.
Plans filed
2
Participants
8
Total assets
$2.6M
A WEALTH MANAGEMENT SOLUTIONS LLC employee? See the WEALTH MANAGEMENT SOLUTIONS LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 41-2177250
Form 5500 search →| 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 |
About this EIN
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?