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SOUTH TEXAS WEALTH STRATEGIES

EIN 33-3417610-financial services-Latest filing 2025
Plans
1
Retirement
1
$288K assets
Welfare
0
Participants
4
3700 N 10TH ST, SUITE 305 - MCALLEN, TX 78501956-687-5572southtexaswealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$288K - 4 part

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Retirement#001

SOUTH TEXAS WEALTH STRATEGIES 401(K) PLAN

401k

Assets$288K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOUTH TEXAS WEALTH STRATEGIES 401(K) PLAN401k$288K42025
Retirement plans
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