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W WEALTH STRATEGIES, LLC

EIN 27-2754999-financial services-Latest filing 2024
Plans
1
Retirement
1
$1.5M assets
Welfare
0
Participants
4
150 WEST 56TH STREET, SUITE 4012 - NEW YORK, NY 10019212-938-7565wwealthllc.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#002401k-$1.5M - 4 part

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Retirement#002

W WEALTH STRATEGIES, LLC PROFIT-SHARING PLAN

401k

Assets$1.5M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002W WEALTH STRATEGIES, LLC PROFIT-SHARING PLAN401k$1.5M42024
Retirement plans
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