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  2. Els Vision Wealth Management

Filings through Oct 24, 2026.

Sponsor portfolio

Els Vision Wealth Management

EIN 84-3034662-financial services-Latest filing 2024
Plans
1
Retirement
1
$216K assets
Welfare
0
Participants
5
5801 MARVIN D. LOVE FWY, SUITE 307 - DALLAS, TX 75237972-598-0242elsvisionwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$216K - 5 part

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Retirement#001

ELS VISION WEALTH MANAGEMENT 401K PLAN

401(k)

Assets$216K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ELS VISION WEALTH MANAGEMENT 401K PLAN401(k)$216K52024
Retirement plans
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