Sponsor portfolio
HEIN WEALTH & TAX SOLUTION LLC
EIN 26-2472848investment bankingLatest filing 2024
Plans
1
Retirement
1
$1.0M assets
Welfare
0
Participants
3
4600 MILITARY TRAIL, SUITE 226 - JUPITER, FL 33458561-249-1787LinkedIn1-10 employeesinvestment banking
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 | HEIN WEALTH & TAX SOLUTION 401(K) PLAN | 401k | $1.0M | 3 | 2024 |
Retirement plans