Filings through .
Sponsor portfolio
Doerschler & Associates Wealth Management, LLC
EIN 37-3414778financial servicesLatest filing 2024
Plans
1
Retirement
1
$809K assets
Welfare
0
Participants
3
54870 NORTH MAIN STREET - MATTAWAN, MI 49071269-744-4180doerschlerandassociates.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 | DOERSCHLER & ASSOCIATES WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | 401(k) | $809K | 3 | 2024 |
Retirement plans