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STRATEGIC WEALTH PARTNERS

EIN 82-3175764-financial services-Latest filing 2025
Plans
1
Retirement
1
$960K assets
Welfare
0
Participants
7
1226 HICKS TRL - LUCAS, TX 750021434972-361-3861swpplanners.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$960K - 7 part

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Retirement#001

STRATEGIC WEALTH PARTNERS 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$960K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STRATEGIC WEALTH PARTNERS 401(K) PROFIT SHARING PLAN & TRUST401k$960K72025
Retirement plans
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