Sponsor portfolio
CONKLIN, GILPIN & WERTZ, P.L.L.C
EIN 27-1439588accountingLatest filing 2024
Plans
1
Retirement
1
$2.5M assets
Welfare
0
Participants
15
2738 EAST 51ST STREET, SUITE 370 - TULSA, OK 74105918-749-0921cgwpllc.comLinkedIn1-10 employeesaccounting
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 | CONKLIN, GILPIN & WERTZ SAFE HARBOR 401(K) | 401k | $2.5M | 15 | 2024 |
Retirement plans