Sponsor portfolio
WEALTHVEST MARKETING
EIN 27-0329611Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$6.3M assets
Welfare
1
Participants
259
2485 MANLEY ROAD - BOZEMAN, MT 59715406-922-6288
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WEALTHVEST MARKETING RETIREMENT TRUST
401k
Assets$6.3M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WEALTHVEST MARKETING, INC. EMPLOYEE BENEFITS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WEALTHVEST MARKETING RETIREMENT TRUST | 401k | $6.3M | 149 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WEALTHVEST MARKETING, INC. EMPLOYEE BENEFITS PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans