Filings through .
Sponsor portfolio
Iag Wealth Partners, LLC
EIN 27-1506963financial servicesLatest filing 2025
Plans
1
Retirement
1
$3.7M assets
Welfare
0
Participants
29
N19 W24200 RIVERWOOD DR, STE 150 - WAUKESHA, WI 53188262-446-8150iagwealthpartners.comLinkedIn11-50 employeesfinancial services
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 | IAG WEALTH PARTNERS, LLC 401(K) PLAN | 401(k) | $3.7M | 29 | 2025 |
Retirement plans