Sponsor portfolio
CHESSMAN WEALTH STRATEGIES, INC.
EIN 20-1635205financial servicesLatest filing 2025
Plans
1
Retirement
1
$2.4M assets
Welfare
0
Participants
6
7557 RAMBLER ROAD, SUITE 1010 - DALLAS, TX 75231214-572-2120chessmanwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHESSMAN WEALTH STRATEGIES, INC. RETIREMENT SAVINGS PLAN | 401k | $2.4M | 6 | 2025 |
Retirement plans