Sponsor portfolio
CONESTOGA WEALTH PARTNERS, LLC
EIN 45-2881145financial servicesLatest filing 2024
Plans
1
Retirement
1
$4.2M assets
Welfare
0
Participants
8
3226 ROSEDALE STREET NW, SUITE 200 - GIG HARBOR, WA 983351806253-358-7966conestogawealth.comLinkedIn1-10 employeesfinancial services
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 | CONESTOGA WEALTH PARTNERS RETIREMENT PLAN | 401k | $4.2M | 8 | 2024 |
Retirement plans