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Filings through Oct 24, 2026.

Wealth Strategies & Management

EIN 46-0554280-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.7M assets
Health & Benefits
0
Participants
7
907 MAIN ST STE 102 - STROUDSBURG, PA 183601662570-424-1555wsandm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$2.7M - 7 part

Plan summaries

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

Retirement#001

WEALTH STRATEGIES & MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$2.7M
Participants7
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
#001WEALTH STRATEGIES & MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST401(k)$2.7M72025
  • WEALTH STRATEGIES & MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST$2.7M
    #001 · 401(k) · 20257
Retirement plans
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