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CONVERSANT WEALTH MANAGEMENT L

EIN 84-4569467-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$857K assets
Welfare
0
Participants
5
250 W 96TH ST STE 300 - INDIANAPOLIS, IN 462601329415-577-2242
Plans on this EIN
1 filing
#001401k-$857K - 5 part

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Retirement#001

CONVERSANT WEALTH MANAGEMENT L 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$857K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONVERSANT WEALTH MANAGEMENT L 401(K) PROFIT SHARING PLAN & TRUST401k$857K52025
Retirement plans
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