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  1. Companies/
  2. Investech Research, LLC

Filings through Oct 24, 2026.

Investech Research, LLC

EIN 26-2228079-financial services-Latest filing 2025
Plans
1
Retirement
1
$18.0M assets
Health & Benefits
0
Participants
19
625 WISCONSIN AVE - WHITEFISH, MT 59937406-862-7777investech.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#002401(k)-$18.0M - 19 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#002

INVESTECH RESEARCH/SFM 401(K) PROFIT SHARING PLAN

401(k)

Assets$18.0M
Participants19
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002INVESTECH RESEARCH/SFM 401(K) PROFIT SHARING PLAN401(k)$18.0M192025
  • INVESTECH RESEARCH/SFM 401(K) PROFIT SHARING PLAN$18.0M
    #002 · 401(k) · 202519
Retirement plans
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