Sponsor portfolio
ROCHESTER WEALTH STRATEGIES
EIN 83-1994386financial servicesLatest filing 2025
Plans
1
Retirement
1
$820K assets
Welfare
0
Participants
8
439 S MAIN ST STE 250 - ROCHESTER, MI 483076704248-434-6550rochesterwealthstrategies.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 | ROCHESTER WEALTH STRATEGIES 401(K) PROFIT SHARING PLAN & TRUST | 401k | $820K | 8 | 2025 |
Retirement plans