Sponsor portfolio
DIVERSIFIED WEALTH SOLUTIONS LLC
EIN 46-3184608financial servicesLatest filing 2025
Plans
1
Retirement
1
$495K assets
Welfare
0
Participants
2
9635 SARIC CT, STE 100 - HIGHLAND, IN 46322219-301-5030dwealthsolutions.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 | |
|---|---|---|---|---|---|---|
| 001 | DIVERSIFIED WEALTH SOLUTIONS LLC 401(K) | 401k | $495K | 2 | 2025 |
Retirement plans