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NVEST WEALTH STRATEGIES, INC.

EIN 20-4461414-investment management-Latest filing 2025
Plans
1
Retirement
1
$1.9M assets
Welfare
0
Participants
4
9757 FAIRWAY DRIVE - POWELL, OH 43065614-389-4646nvestwealth.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$1.9M - 4 part

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Retirement#001

NVEST WEALTH STRATEGIES INC. 401K PLAN

401k

Assets$1.9M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NVEST WEALTH STRATEGIES INC. 401K PLAN401k$1.9M42025
Retirement plans
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