Sponsor portfolio
SPARTAN PLANNING & WEALTH MANAGEMENT
EIN 46-1616567Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$332K assets
Welfare
0
Participants
15
1931 NEW GARDEN RD, STE 220 - GREENSBORO, NC 27410336-390-1052
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 | |
|---|---|---|---|---|---|---|
| 001 | SPARTAN PLANNING & WEALTH MANAGEMENT 401(K) P/S PLAN | 401k | $332K | 15 | 2025 |
Retirement plans