Filings through .
Wealthvest Marketing
EIN 27-0329611Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$6.3M assets
Health & Benefits
1
Participants
259
2485 MANLEY ROAD - BOZEMAN, MT 59715406-922-6288
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
WEALTHVEST MARKETING RETIREMENT TRUST
401(k)
Assets$6.3M
Participants149
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
WEALTHVEST MARKETING, INC. EMPLOYEE BENEFITS PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | WEALTHVEST MARKETING RETIREMENT TRUST | 401(k) | $6.3M | 149 | 2024 |
- #001 · 401(k) · 2024149
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WEALTHVEST MARKETING, INC. EMPLOYEE BENEFITS PLAN | Self-funded | - | $0 | 0 | 2024 |
- #501 · Self-funded · 20240
Retirement plans
Health & Benefits plans