Sponsor portfolio
GUIST WEALTH ADVISORS, INC.
EIN 81-3441947investment bankingLatest filing 2024
Plans
1
Retirement
1
$439K assets
Welfare
0
Participants
3
14 SOUTH JACKSON STREET, SUITE 100 - JANESVILLE, WI 53548608-371-9959LinkedIn1-10 employeesinvestment banking
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 | |
|---|---|---|---|---|---|---|
| 001 | GUIST WEALTH ADVISORS, INC. 401(K) PLAN | 401k | $439K | 3 | 2024 |
Retirement plans