Sponsor portfolio
NORTH TEXAS WEALTH MANAGEMENT
EIN 36-4685400financial servicesLatest filing 2025
Plans
1
Retirement
1
$2.5M assets
Welfare
0
Participants
16
790 S WATTERS RD, SUITE 100 - ALLEN, TX 75013972-850-3764ntxwealth.comLinkedIn11-50 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 | NORTH TEXAS WEALTH MANAGEMENT | 401k | $2.5M | 16 | 2025 |
Retirement plans