Sponsor portfolio
WM PARTNERS SERVICES, LLC
EIN 85-1590371Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$570K assets
Welfare
0
Participants
3
15333 N PIMA RD., STE 200 - SCOTTSDALE, AZ 85260602-279-2020
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 | WM PARTNERS SERVICES 401(K) PLAN | 401k | $570K | 3 | 2024 |
Retirement plans