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MERTZ WEALTH STRATEGIES, INC.

EIN 41-1988306-financial services-Latest filing 2025
Plans
1
Retirement
1
$5.6M assets
Welfare
0
Participants
3
8100 PENN AVENUE S, SUITE 175 - BLOOMINGTON, MN 55431952-831-5660mertzwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#003401k-$5.6M - 3 part

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Retirement#003

MERTZ WEALTH STRATEGIES 401K

401k

Assets$5.6M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003MERTZ WEALTH STRATEGIES 401K401k$5.6M32025
Retirement plans
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