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  1. Companies/
  2. Moller Wealth Partners, Inc.

Filings through Oct 24, 2026.

Moller Wealth Partners, Inc.

EIN 36-3783682-investment management-Latest filing 2025
Plans
1
Retirement
1
$4.0M assets
Health & Benefits
0
Participants
5
1 NORTHFIELD PLAZA, SUITE 200 - NORTHFIELD, IL 60093847-441-7575mollerfinancial.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$4.0M - 5 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

MOLLER WEALTH PARTNERS, INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$4.0M
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MOLLER WEALTH PARTNERS, INC. 401(K) PROFIT SHARING PLAN401(k)$4.0M52025
  • MOLLER WEALTH PARTNERS, INC. 401(K) PROFIT SHARING PLAN$4.0M
    #001 · 401(k) · 20255
Retirement plans
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