Sponsor portfolio
ALLIANCE WEALTH MANAGEMENT - MILWAUKEE
EIN 74-3207601financial servicesLatest filing 2025
Plans
1
Retirement
1
$425K assets
Welfare
0
Participants
4
135 S. 84TH STREET, SUITE 135 - MILWAUKEE, WI 53214414-607-9300awmmil.comLinkedIn1-10 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 | ALLIANCE WEALTH MANAGEMENT - MILWAUKEE 401(K) PLAN | 401k | $425K | 4 | 2025 |
Retirement plans