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UNIQUE WEALTH STRATEGIES

EIN 81-2591402-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
11
570 VILLAGE CENTER DRIVE SUITE 203 - BURR RIDGE, IL 60527630-728-3524uniquewealthstrategies.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.3M - 11 part

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Retirement#001

UNIQUE WEALTH STRATEGIES 401(K) PLAN

401k

Assets$1.3M
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNIQUE WEALTH STRATEGIES 401(K) PLAN401k$1.3M112025
Retirement plans
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