Sponsor portfolio
360 WEALTH PLANNERS, LLC
EIN 81-3867166financial servicesLatest filing 2024
Plans
1
Retirement
1
$296K assets
Welfare
0
Participants
5
15110 DALLAS PKWY SUITE 500 - DALLAS, TX 75248972-472-1361360wealthplanners.comLinkedIn1-10 employeesfinancial services
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 | 360 WP 401(K) PLAN | 401k | $296K | 5 | 2024 |
Retirement plans