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Sponsor portfolio

EFS WEALTH MANAGEMENT INC

EIN 81-0942868-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
15
5764 SUNNYBROOK DR - SIOUX CITY, IA 511064256712-224-4651
Plans on this EIN
2 filings
#001401k-$877K - 9 part#002ESOP-$493K - 6 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • EFS 401(K) (#001)64%
  • EMPLOYEE STOCK OWNERSHIP (#002)36%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EFS 401(K) (#001)9
  • EMPLOYEE STOCK OWNERSHIP (#002)6
Total 15Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EFS 401(K) PLAN

401k

Assets$877K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

EFS WEALTH MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$493K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EFS 401(K) PLAN401k$877K92024
002EFS WEALTH MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLANESOP$493K62025
Retirement plans
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