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FORTUNE FINANCIAL SOLUTIONS

EIN 84-1696563-investment banking-Latest filing 2025
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
3
3280 EAST BELTLINE COURT, STE 300 - GRAND RAPIDS, MI 49525616-560-7678LinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001401k-$1.6M - 3 part

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Retirement#001

PWM 401(K) PLAN

401k

Assets$1.6M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PWM 401(K) PLAN401k$1.6M32025
Retirement plans
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