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  1. Companies/
  2. Wealthvest LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Wealthvest LLC

EIN 39-3337651-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$6.6M assets
Welfare
0
Participants
87
2485 MANLEY ROAD - BOZEMAN, MT 59715406-922-6288
Plans on this EIN
1 filing
#001401(k)-$6.6M - 87 part

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Retirement#001

WEALTHVEST LLC RETIREMENT TRUST

401(k)

Assets$6.6M
Participants87
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WEALTHVEST LLC RETIREMENT TRUST401(k)$6.6M872025
Retirement plans
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