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COLTIVA WEALTH PLANNING PARTNERS

EIN 84-2297414-financial services-Latest filing 2025
Plans
1
Retirement
1
$780K assets
Welfare
0
Participants
4
132 N YORK STREET, SUITE 3K - ELMHURST, IL 60126773-380-0300coltivawealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$780K - 4 part

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Retirement#001

COLTIVA WEALTH RETIREMENT PLAN

401k

Assets$780K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COLTIVA WEALTH RETIREMENT PLAN401k$780K42025
Retirement plans
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