Sponsor portfolio
SUMNICHT & ASSOCIATES, LLC
EIN 56-2493940investment managementLatest filing 2025
Plans
1
Retirement
1
$2.4M assets
Welfare
0
Participants
11
5485 W GRANDE MARKET DRIVE, SUITE D - APPLETON, WI 54913920-257-5163sumnicht.comLinkedIn1-10 employeesinvestment management
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 | SUMNICHT & ASSOCIATES, LLC 401(K) PLAN | 401k | $2.4M | 11 | 2025 |
Retirement plans