Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THREE SIXTY WEALTH MANAGEMENT LLC
EIN 80-0695362financial servicesLatest filing 2025
Plans
2
Retirement
2
$579K assets
Welfare
0
Participants
11
1702 TULLAMORE AVENUE, SUITE B - BLOOMINGTON, IL 61704309-530-4744threesixtywm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $579K assets / 11 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THREE SIXTY WM 401(K) PLAN
401k
Assets$353K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#020
TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN
401k
Assets$226K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THREE SIXTY WM 401(K) PLAN | 401k | $353K | 6 | 2025 | |
| 020 | TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN | 401k | $226K | 5 | 2024 |
Retirement plans