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MAXWELL WEALTH STRATEGIES INC.

EIN 47-4537598-financial services-Latest filing 2025
Plans
1
Retirement
1
$2K assets
Welfare
0
Participants
3
7041 KOLL CENTER PARKWAY, SUITE 275 - PLEASANTON, CA 94566925-523-3288maxwellwealthstrategies.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2K - 3 part

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Retirement#001

MAXWELL WEALTH STRATEGIES INC. RETIREMENT PLAN

401k

Assets$2K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MAXWELL WEALTH STRATEGIES INC. RETIREMENT PLAN401k$2K32025
Retirement plans
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