Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INVESTPRO WEALTH STRATEGIES, LLC
EIN 47-4804280insuranceLatest filing 2025
Plans
2
Retirement
2
$7.3M assets
Welfare
0
Participants
9
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.3M assets / 9 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INVESTPRO WEALTH STRATEGIES, LLC 401(K) PLAN
401k
Assets$4.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
INVESTPRO WEALTH STRATEGIES, LLC CASH BALANCE PLAN
CashBalance
Assets$3.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INVESTPRO WEALTH STRATEGIES, LLC 401(K) PLAN | 401k | $4.2M | 5 | 2025 | |
| 002 | INVESTPRO WEALTH STRATEGIES, LLC CASH BALANCE PLAN | CashBalance | $3.1M | 4 | 2024 |
Retirement plans