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Filings through Oct 24, 2026.

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Complete Wealth Strategy

EIN 33-4380971-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$20K assets
Welfare
0
Participants
2
185 KERLICK LN - NEW BRAUNFELS, TX 78130210-325-7410
Plans on this EIN
1 filing
#001401(k)-$20K - 2 part

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Retirement#001

COMPLETE WEALTH STRATEGY 401(K) PLAN

401(k)

Assets$20K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COMPLETE WEALTH STRATEGY 401(K) PLAN401(k)$20K22025
Retirement plans
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