Sponsor portfolio
JOHLFS WEALTH MANAGEMENT
EIN 27-4003563financial servicesLatest filing 2024
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
7
5299 DTC BOULEVARD, SUITE 1170 - GREENWOOD VILLAGE, CO 80111303-626-2446johlfswm.comLinkedIn1-10 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 | JOHLFS WEALTH MANAGEMENT 401(K) PLAN | 401k | $1.7M | 7 | 2024 |
Retirement plans