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MINICHMACGREGOR WEALTH MANAGEMENT, LLC

EIN 27-0952089-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$3.7M assets
Welfare
0
Participants
12
21 CONGRESS STREET, SUITE 203 - SARATOGA SPRINGS, NY 12866518-499-4565
Plans on this EIN
1 filing
#001401k-$3.7M - 12 part

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Retirement#001

MINICHMACGREGOR WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$3.7M
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MINICHMACGREGOR WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN401k$3.7M122025
Retirement plans
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