Sponsor portfolio
FIDUCIARYVEST, LLC
EIN 20-2217636financial servicesLatest filing 2025
Plans
1
Retirement
1
$2.7M assets
Welfare
0
Participants
12
5600 ROSWELL ROAD BUILDING C - SANDY SPRINGS, GA 30342404-446-1270fiduciaryvest.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 | FIDUCIARY VEST, LLC 401(K) PROFIT SHARING PLAN | 401k | $2.7M | 12 | 2025 |
Retirement plans