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  2. Soncor Wealth Partners

Filings through Oct 24, 2026.

Sponsor portfolio

Soncor Wealth Partners

EIN 33-2940378-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$61K assets
Welfare
0
Participants
4
5550 WILD ROSE LANE, SUITE 370 - WEST DES MOINES, IA 50266515-644-0951
Plans on this EIN
1 filing
#001401(k)-$61K - 4 part

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Retirement#001

SONCOR WEALTH PARTNERS 401(K) PLAN

401(k)

Assets$61K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SONCOR WEALTH PARTNERS 401(K) PLAN401(k)$61K42025
Retirement plans
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