Harris and Weiel Financial Group, Inc. (EIN 87-0700039) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.5M in plan assets and 2 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Capstone 401(k) Plan and Trust | 002 | 2 | $1.5M |
| Intermountain Financial Group - MT 401(k) Plan | 001 | 0 | $0 |
87-0700039 is the Employer Identification Number (EIN) Harris and Weiel Financial Group, Inc. 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 Montana EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
