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  1. Companies/
  2. Coactive Wealth Strategists, LLC

Filings through Oct 24, 2026.

Coactive Wealth Strategists, LLC

EIN 45-3909949-financial services-Latest filing 2025
Plans
1
Retirement
1
$395K assets
Health & Benefits
0
Participants
6
1042 COLUMBIA AVENUE - SINKING SPRING, PA 19608610-921-0600coactivewealthstrategists.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$395K - 6 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

COACTIVE WEALTH STRATEGISTS, LLC 401(K) PLAN

401(k)

Assets$395K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001COACTIVE WEALTH STRATEGISTS, LLC 401(K) PLAN401(k)$395K62025
  • COACTIVE WEALTH STRATEGISTS, LLC 401(K) PLAN$395K
    #001 · 401(k) · 20256
Retirement plans
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