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SFP WEALTH LLC

EIN 45-4470933-investment banking-Latest filing 2025
Plans
1
Retirement
1
$4.7M assets
Welfare
0
Participants
28
100 WILLIAM ST. SUITE 300 - WELLESLEY, MA 024813703781-239-2015LinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001401k-$4.7M - 28 part

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Retirement#001

SFP WEALTH LLC 401K PLAN

401k

Assets$4.7M
Participants28
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SFP WEALTH LLC 401K PLAN401k$4.7M282025
Retirement plans
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