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ESTATE AND WEALTH MANAGEMENT S

EIN 77-0687219-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$160K assets
Welfare
0
Participants
3
825 MICHIGAN AVE STE 2 - MARYSVILLE, MI 480402122810-650-7473
Plans on this EIN
1 filing
#001401k-$160K - 3 part

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Retirement#001

ESTATE AND WEALTH MANAGEMENT S 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$160K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ESTATE AND WEALTH MANAGEMENT S 401(K) PROFIT SHARING PLAN & TRUST401k$160K32025
Retirement plans
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