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FULLCIRCLE WEALTH LLC

EIN 46-1544053-financial services-Latest filing 2024
Plans
1
Retirement
1
$134K assets
Welfare
0
Participants
7
6950 TPC DRIVE, STE. 110 - MCKINNEY, TX 75070972-480-6200fullcircle-wealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$134K - 7 part

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Retirement#001

FULLCIRCLE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$134K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FULLCIRCLE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST401k$134K72024
Retirement plans
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