Sponsor portfolio
ASCENT WEALTH STRATEGIES, LLC
EIN 84-4225823Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$76K assets
Welfare
0
Participants
3
212 W IRONWOOD DRIVE, D651 - COEUR DALENE, ID 83814206-437-5964
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 | ASCENT WEALTH STRATEGIES, LLC 401(K) PLAN | 401k | $76K | 3 | 2024 |
Retirement plans