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VIEWPOINT WEALTH PARTNERS

EIN 46-5424537-investment banking-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
4
4401 ROCKSIDE RD, STE 310 - INDEPENDENCE, OH 44131216-447-1470LinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001401k-$1.3M - 4 part

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Retirement#001

VIEWPOINT WEALTH PARTNERS 401(K) PROFIT SHARING PLAN

401k

Assets$1.3M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VIEWPOINT WEALTH PARTNERS 401(K) PROFIT SHARING PLAN401k$1.3M42025
Retirement plans
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