Sponsor portfolio
KESSLER WEALTH ADVISORS, LLC DBA SWS PARTNERS
EIN 47-5281421Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$352K assets
Welfare
0
Participants
4
230 WEST STREET, SUITE 500 - COLUMBUS, OH 43215614-670-5733
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SWS PARTNERS 401(K) PROFIT SHARING PLAN | 401k | $352K | 4 | 2025 |
Retirement plans