Filings through .
Sponsor portfolio
Undivided Wealth Management, LLC
EIN 82-5525404financial servicesLatest filing 2025
Plans
2
Retirement
1
$1.8M assets
Welfare
1
Participants
10
657 SPIRIT AIRPARK WEST DR, STE 104 - CHESTERFIELD, MO 63005314-696-0982undividedwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UNDIVIDED WEALTH MANAGEMENT 401(K) PLAN
401(k)
Assets$1.8M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
UNDIVIDED WEALTH MANAGEMENT MCF BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNDIVIDED WEALTH MANAGEMENT 401(K) PLAN | 401(k) | $1.8M | 5 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UNDIVIDED WEALTH MANAGEMENT MCF BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans