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Filings through Oct 24, 2026.

Sponsor portfolio

Tradewell Tax & Financial

EIN 71-0888406-financial services-Latest filing 2024
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
12
9604 COLDWATER ROAD, SUITE # 201 - FORT WAYNE, IN 46825260-490-2084tradewelltax.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$1.2M - 12 part

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Retirement#001

TRADEWELL TAX & FINANCIAL 401(K) PLAN

401(k)

Assets$1.2M
Participants12
Inside the deep dive
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
001TRADEWELL TAX & FINANCIAL 401(K) PLAN401(k)$1.2M122024
Retirement plans
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