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PRESERVE PARTNERS

EIN 81-0713111-investment management-Latest filing 2025
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
20
650 SOUTH 500 WEST, SUITE 104 - SALT LAKE CITY, UT 84101571-278-4420preservepartners.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$1.2M - 20 part

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Retirement#001

PRESERVE PARTNERS 401(K) PLAN

401k

Assets$1.2M
Participants20
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PRESERVE PARTNERS 401(K) PLAN401k$1.2M202025
Retirement plans
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