Sponsor portfolio
WEALTH STRATEGIES, INC.
EIN 74-2764462financial servicesLatest filing 2024
Plans
1
Retirement
1
$965K assets
Welfare
0
Participants
7
142 CIMARRON PARK LOOP, SUITE F - BUDA, TX 78610512-608-6621wealthstrategiesinc.usLinkedIn1-10 employeesfinancial services
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 | WEALTH STRATEGIES, INC. 401(K) PROFIT SHARING PLAN | 401k | $965K | 7 | 2024 |
Retirement plans