Sponsor portfolio
WEALTH STRATEGY GROUP
EIN 26-3992848investment managementLatest filing 2025
Plans
1
Retirement
1
$269K assets
Welfare
0
Participants
9
148 WEST WASHINGTON STREET, SUITE B - MARQUETTE, MI 49855906-228-3696wsginvest.comLinkedIn1-10 employeesinvestment management
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 | WEALTH STRATEGY GROUP 401(K) PLAN | 401k | $269K | 9 | 2025 |
Retirement plans