Sponsor portfolio
STEERWISE INC.
EIN 37-1860631management consultingLatest filing 2025
Plans
1
Retirement
1
$255K assets
Welfare
0
Participants
21
7800 PRESTON RD, SUITE 151 - PLANO, TX 75024469-606-2300steerwise.comLinkedIn11-50 employeesmanagement consulting
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 | STEERWISE INC. 401(K) PLAN | 401k | $255K | 21 | 2025 |
Retirement plans