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WINTER PARK WEALTH GROUP LLC

EIN 46-3931192-financial services-Latest filing 2025
Plans
1
Retirement
1
$831K assets
Welfare
0
Participants
13
1560 ORANGE AVE STE 650 - WINTER PARK, FL 327895559321-444-6700raymondjames.com/winterparkwealthgroupLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$831K - 13 part

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Retirement#001

WINTER PARK WEALTH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$831K
Participants13
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WINTER PARK WEALTH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST401k$831K132025
Retirement plans
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