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THE WEALTH CONSERVANCY, INC.

EIN 84-1131359-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
7
2355 CANYON BLVD., STE. 204 - BOULDER, CO 80302303-444-1919thewealthconservancy.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.7M - 7 part

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Retirement#001

THE WEALTH CONSERVANCY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$1.7M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE WEALTH CONSERVANCY, INC. 401(K) PROFIT SHARING PLAN401k$1.7M72025
Retirement plans
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