Sponsor portfolio
G SQUARED PRIVATE WEALTH LLC
EIN 84-2032675financial servicesLatest filing 2025
Plans
1
Retirement
1
$657K assets
Welfare
0
Participants
7
1470 COPPERFIELD PKWY - COLLEGE STATION, TX 778455785317-462-2049gsquaredprivatewealth.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 | G SQUARED PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $657K | 7 | 2025 |
Retirement plans