Sponsor portfolio
WEALTH CONCEPTS, INC.
EIN 43-1340958Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$447K assets
Welfare
0
Participants
13
5600 MEXICO ROAD, SUITE 1 - ST. PETERS, MO 63376636-925-3000
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 | WEALTH CONCEPTS 401(K) RETIREMENT PLAN | 401k | $447K | 13 | 2025 |
Retirement plans