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MODEL WEALTH, INC.

EIN 45-5353147-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
4
1755 S. NAPERVILLE ROAD, SUITE 100 - WHEATON, IL 60189708-837-1991modelwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.2M - 4 part

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Retirement#001

MODEL WEALTH, INC. 401(K) PLAN

401k

Assets$1.2M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MODEL WEALTH, INC. 401(K) PLAN401k$1.2M42025
Retirement plans
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