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SWARTZENTRUBER WEALTH MANAGEMENT, LLC

EIN 84-4499544-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
5
543 RIFFEL RD., STE. F - WOOSTER, OH 44691330-264-2328swartzentruberwealthmgmt.comLinkedIn1-10 employees
Plans on this EIN
1 filing
#001401k-$1.3M - 5 part

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Retirement#001

SWARTZENTRUBER WEALTH MANAGEMENT 401K PROFIT SHARING PLAN

401k

Assets$1.3M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SWARTZENTRUBER WEALTH MANAGEMENT 401K PROFIT SHARING PLAN401k$1.3M52024
Retirement plans
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