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  2. Wealth Solutions LLC

Filings through Oct 24, 2026.

Wealth Solutions LLC

EIN 27-1123123-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$11K assets
Health & Benefits
0
Participants
2
51 LONG WHARF MALL - NEWPORT, RI 02840401-524-1217
Plans on this EIN
1 filing
#001401(k)-$11K - 2 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

WEALTH SOLUTIONS LLC RETIREMENT TRUST

401(k)

Assets$11K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WEALTH SOLUTIONS LLC RETIREMENT TRUST401(k)$11K22025
  • WEALTH SOLUTIONS LLC RETIREMENT TRUST$11K
    #001 · 401(k) · 20252
Retirement plans
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