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  2. Illuminate Wealth Management

Filings through Oct 24, 2026.

Illuminate Wealth Management

EIN 84-3320058-financial services-Latest filing 2025
Plans
1
Retirement
1
$271K assets
Health & Benefits
0
Participants
6
777 N LAKE ZURICH ROAD, SUITE 125C - BARRINGTON, IL 60010847-595-1315illuminatewm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$271K - 6 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

ILLUMINATE WEALTH MANAGEMENT 401(K) PLAN

401(k)

Assets$271K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ILLUMINATE WEALTH MANAGEMENT 401(K) PLAN401(k)$271K62025
  • ILLUMINATE WEALTH MANAGEMENT 401(K) PLAN$271K
    #001 · 401(k) · 20256
Retirement plans
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