Sponsor portfolio
BURNHAM HARBOR PRIVATE WEALTH
EIN 36-2957364financial servicesLatest filing 2024
Plans
1
Retirement
1
$2.5M assets
Welfare
0
Participants
7
209 S LASALLE,, SUITE 970 - CHICAGO, IL 60604312-312-3704burnhamprivatewealth.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 | BURNHAM HARBOR PRIVATE WEALTH RETIREMENT PLAN | 401k | $2.5M | 7 | 2024 |
Retirement plans