Sponsor portfolio
INVESTECH RESEARCH, LLC
EIN 26-2228079financial servicesLatest filing 2025
Plans
1
Retirement
1
$18.0M assets
Welfare
0
Participants
19
625 WISCONSIN AVE - WHITEFISH, MT 59937406-862-7777investech.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 | |
|---|---|---|---|---|---|---|
| 002 | INVESTECH RESEARCH/SFM 401(K) PROFIT SHARING PLAN | 401k | $18.0M | 19 | 2025 |
Retirement plans