Filings through .
Sponsor portfolio
Larson Wealth Management, LLC
EIN 41-3170365Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$4.2M assets
Welfare
0
Participants
31
619 W. MAIN STREET - ST. CHARLES, IL 60174630-587-2800
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 | LARSON WEALTH MANAGEMENT, LLC 401(K) PLAN | 401(k) | $4.2M | 31 | 2025 |
Retirement plans