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Sponsor portfolio

ENRICH FINANCIAL PARTNERS, LLC

EIN 20-0075906-financial services-Latest filing 2025
Plans
1
Retirement
1
$5.7M assets
Welfare
0
Participants
10
6502 GRAND TETON PLAZA, SUITE 201 - MADISON, WI 53719608-275-3442enrichpartners.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$5.7M - 10 part

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Retirement#001

ENRICH FINANCIAL PARTNERS, LLC SAVINGS & RETIREMENT PLAN

401k

Assets$5.7M
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ENRICH FINANCIAL PARTNERS, LLC SAVINGS & RETIREMENT PLAN401k$5.7M102025
Retirement plans
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