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PURPOSEFUL WEALTH INC.

EIN 20-3973584-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.8M assets
Welfare
0
Participants
6
24 S BOTHWELL - PALATINE, IL 60067847-934-0010guillaumefreckman.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.8M - 6 part

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Retirement#001

PURPOSEFUL WEALTH INC. 401(K) PLAN

401k

Assets$2.8M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PURPOSEFUL WEALTH INC. 401(K) PLAN401k$2.8M62025
Retirement plans
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