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INSURANCE STRATEGIES, INC.

EIN 39-2024656-insurance-Latest filing 2025
Plans
1
Retirement
1
$2.0M assets
Welfare
0
Participants
5
500 ELM GROVE ROAD, SUITE 101 - ELM GROVE, WI 531222546262-754-9393insurancestrat.netLinkedIn1-10 employeesinsurance
Plans on this EIN
1 filing
#001401k-$2.0M - 5 part

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Retirement#001

INSURANCE STRATEGIES, INC. SAFE HARBOR 401(K) PLAN

401k

Assets$2.0M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INSURANCE STRATEGIES, INC. SAFE HARBOR 401(K) PLAN401k$2.0M52025
Retirement plans
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