Sponsor portfolio
STRATEGIC CUSTOM WEALTH SOLUTIONS, INC.
EIN 81-0617546Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$2.3M assets
Welfare
0
Participants
1
41750 RANCHO LAS PALMAS DR STE N-3 - RANCHO MIRAGE, CA 922705515760-776-1488
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 | |
|---|---|---|---|---|---|---|
| 002 | STRATEGIC CUSTOM WEALTH SOLUTIONS, INC. | ProfitSharing | $2.3M | 1 | 2025 |
Retirement plans