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TRAILHEAD WEALTH MANAGEMENT

EIN 46-1175998-financial services-Latest filing 2025
Plans
1
Retirement
1
$3.5M assets
Welfare
0
Participants
13
801 MAIN STREET, SUITE 300 - LOUISVILLE, CO 80027720-625-3300trailheadwm.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$3.5M - 13 part

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Retirement#001

TRAILHEAD WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$3.5M
Participants13
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRAILHEAD WEALTH MANAGEMENT 401(K) PLAN401k$3.5M132025
Retirement plans
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