Sponsor portfolio
WEALTHSPAN PARTNERS, LLC
EIN 83-1209851financial servicesLatest filing 2024
Plans
1
Retirement
1
$961K assets
Welfare
0
Participants
4
5025 UTICA RIDGE ROAD, SUITE 101 - DAVENPORT, IA 52807563-723-7301wealthspanpartners.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 | WEALTHSPAN PARTNERS, LLC 401(K) PLAN | 401k | $961K | 4 | 2024 |
Retirement plans