Sponsor portfolio
WEALTHOLOGY, INC.
EIN 30-0938494Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$987K assets
Welfare
0
Participants
7
303 E. WACKER DRIVE, SUITE 1575 - CHICAGO, IL 60601312-589-5553
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 | WEALTHOLOGY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $987K | 7 | 2024 |
Retirement plans