Sponsor portfolio
INTEGRATED WEALTH PARTNERS
EIN 84-1755463financial servicesLatest filing 2025
Plans
1
Retirement
1
$79K assets
Welfare
0
Participants
2
3300 BIRCH STREET, SUITE 2B - EAU CLAIRE, WI 54703715-563-0486integratedwealthpartners.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 | INTEGRATED WEALTH PARTNERS 401(K) PLAN | 401k | $79K | 2 | 2025 |
Retirement plans