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SIMPLY SOPHISTICATED WEALTH PLANNING

EIN 83-1932744-financial services-Latest filing 2025
Plans
1
Retirement
1
$44K assets
Welfare
0
Participants
2
15149 BUENA VISTA DR - CLIVE, IA 50325847-917-0076s2wealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$44K - 2 part

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Retirement#001

SIMPLY SOPHISTICATED WEALTH PLANNING 401(K) PLAN

401k

Assets$44K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SIMPLY SOPHISTICATED WEALTH PLANNING 401(K) PLAN401k$44K22025
Retirement plans
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