Custom Wealth Strategies, LLC (EIN 47-1899843) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $788K in plan assets and 5 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Custom Wealth Strategies, LLC 401(k) Plan | 003 | 5 | $788K |
| Custom Wealth Strategies Pension Plan | 002 | 0 | $0 |
47-1899843 is the Employer Identification Number (EIN) Custom Wealth Strategies, 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 New York EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
