Sponsor portfolio
CANO WEALTH STRATEGIES, LLC
EIN 20-5976712financial servicesLatest filing 2025
Plans
1
Retirement
1
$578K assets
Welfare
0
Participants
2
109 SOUTH MAIN STREET - HENDERSONVILLE, NC 28792609-371-2101canowealthstrategies.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 | CANO WEALTH STRATEGIES 401K PLAN | 401k | $578K | 2 | 2025 |
Retirement plans