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TRUSTED WEALTH PARTNERS

EIN 82-3350510-financial services-Latest filing 2025
Plans
1
Retirement
1
$8.1M assets
Welfare
0
Participants
15
16934 FRANCES STREET #201 - OMAHA, NE 68130402-502-5700trustedwealthpartners.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$8.1M - 15 part

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Retirement#001

TRUSTED WEALTH PARTNERS 401K PLAN

401k

Assets$8.1M
Participants15
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRUSTED WEALTH PARTNERS 401K PLAN401k$8.1M152025
Retirement plans
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