Sponsor portfolio
JOURNEY BEYOND WEALTH LLC
EIN 82-2746025financial servicesLatest filing 2025
Plans
1
Retirement
1
$329K assets
Welfare
0
Participants
5
300 COLONIAL CENTER PARKWAY, SUITE 100 - ROSWELL, GA 30076678-881-0813journeybeyondwealth.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 | JOURNEY BEYOND WEALTH 401(K) PLAN | 401k | $329K | 5 | 2025 |
Retirement plans