Sponsor portfolio
MONEYWISE TAX CPA PC
EIN 45-2635830Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$113K assets
Welfare
0
Participants
2
7050 WEST 120TH AVE, SUITE 122 - BROOMFIELD, CO 80020720-389-7244moneywisetax.comLinkedIn1-10 employees
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 | MONEYWISE TAX CPA PC 401(K) PLAN | 401k | $113K | 2 | 2025 |
Retirement plans