Sponsor portfolio
KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP LLC
EIN 20-8445689individual & family servicesLatest filing 2025
Plans
1
Retirement
1
$1.5M assets
Welfare
0
Participants
15
3601 E EVERGREEN DR, SUITE 100 - APPLETON, WI 54913920-733-3865LinkedIn11-50 employeesindividual & family 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 | KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP 401(K) PLAN | 401k | $1.5M | 15 | 2025 |
Retirement plans