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JASEN WEALTH ADVISORS, LLC

EIN 47-1563414-financial services-Latest filing 2024
Plans
1
Retirement
1
$3.3M assets
Welfare
0
Participants
16
143 S MAIN STREET, FIRST FLOOR - WEST BEND, WI 53095262-247-8055jasenwealthadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$3.3M - 16 part

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Retirement#001

JASEN WEALTH ADVISORS, LLC RETIREMENT SAVINGS PLAN

401k

Assets$3.3M
Participants16
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JASEN WEALTH ADVISORS, LLC RETIREMENT SAVINGS PLAN401k$3.3M162024
Retirement plans
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