Perspective Wealth Partners, LLC (EIN 90-0260745) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $6.4M in plan assets and 9 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Perspective Wealth Partners, LLC 401(k) Plan | 001 | 9 | $6.4M |
| Perspective Wealth Partners LLC Defined Benefit Plan | 002 | 0 | $0 |
90-0260745 is the Employer Identification Number (EIN) Perspective Wealth Partners, 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 Idaho EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
