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FAMILY WEALTH SOLUTIONS

EIN 84-3554612-financial services-Latest filing 2025
Plans
1
Retirement
1
$646K assets
Welfare
0
Participants
5
8652 SR 70 - BRADENTON, FL 34202941-524-9418famwealthsolutions.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$646K - 5 part

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Retirement#001

FAMILY WEALTH SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$646K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FAMILY WEALTH SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST401k$646K52025
Retirement plans
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