Sponsor portfolio
THE WEALTH STRATEGIES GROUP
EIN 46-1597671financial servicesLatest filing 2025
Plans
1
Retirement
1
$939K assets
Welfare
0
Participants
4
7761 SHAFFER PARKWAY, SUITE 100 - LITTLETON, CO 80127303-933-2107wealthstratgroup.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 | |
|---|---|---|---|---|---|---|
| 002 | THE WEALTH STRATEGIES GROUP 401(K) PROFIT SHARING PLAN | 401k | $939K | 4 | 2025 |
Retirement plans