Sponsor portfolio
GREENWOOD WEALTH MANAGEMENT, LLC
EIN 85-1167629Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$1.0M assets
Welfare
0
Participants
3
420 WEST GRAND AVENUE, SUITE 1B - CHICAGO, IL 60654312-923-8700
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 | GREENWOOD WEALTH MANAGEMENT, LLC 401(K) PS PLAN | 401k | $1.0M | 3 | 2024 |
Retirement plans