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SHAKESPEARE WEALTH MANAGEMENT LLC

EIN 39-1944977-financial services-Latest filing 2025
Plans
1
Retirement
1
$5.2M assets
Welfare
0
Participants
7
N22 W27847 EDGEWATER DRIVE, SUITE 101 - PEWAUKEE, WI 53072262-814-1600shakespearewm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#002401k-$5.2M - 7 part

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Retirement#002

SHAKESPEARE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN

401k

Assets$5.2M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SHAKESPEARE WEALTH MANAGEMENT, LLC RETIREMENT SAVINGS PLAN401k$5.2M72025
Retirement plans
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