Filings through .
Sponsor portfolio
Turquoise Wealth Management
EIN 83-2527622financial servicesLatest filing 2024
Plans
1
Retirement
1
$741K assets
Welfare
0
Participants
4
300 MAIN STREET, SUITE 401 - LAFAYETTE, IN 47901765-637-7920turquoisewm.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 | TURQUOISE WEALTH MANAGEMENT 401(K) PLAN | 401(k) | $741K | 4 | 2024 |
Retirement plans