Sponsor portfolio
DELAWARE WEALTH PLANNERS, LLC
EIN 45-4585852financial servicesLatest filing 2024
Plans
1
Retirement
1
$117K assets
Welfare
0
Participants
3
2301 PENNSYLVANIA AVENUE - WILMINGTON, DE 19806302-254-2400dwpfinancial.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 | DELAWARE AVENUE WEALTH PLANNERS 401(K) PROFIT SHARING PLAN | 401k | $117K | 3 | 2024 |
Retirement plans