Sponsor portfolio
BEHL WEALTH MANAGEMENT
EIN 83-3000269financial servicesLatest filing 2025
Plans
1
Retirement
1
$23K assets
Welfare
0
Participants
3
524 MILWAUKEE ST STE 325 - DELAFIELD, WI 53018262-275-4025behlwealth.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 | BEHL WEALTH MANAGEMENT 401(K) PLAN | 401k | $23K | 3 | 2025 |
Retirement plans