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  2. Planwise Retirement Strategies, Inc.

Filings through Oct 24, 2026.

Planwise Retirement Strategies, Inc.

EIN 82-1568829-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$101K assets
Health & Benefits
0
Participants
2
11211 TAYLOR DRAPER LANE, SUITE 110 - AUSTIN, TX 78759512-290-9021
Plans on this EIN
1 filing
#001401(k)-$101K - 2 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

PLANWISE RETIREMENT STRATEGIES 401(K) PLAN

401(k)

Assets$101K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PLANWISE RETIREMENT STRATEGIES 401(K) PLAN401(k)$101K22025
  • PLANWISE RETIREMENT STRATEGIES 401(K) PLAN$101K
    #001 · 401(k) · 20252
Retirement plans
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