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Filings through Oct 24, 2026.

Sponsor portfolio

Joseph Wealth Management

EIN 85-1604534-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$172K assets
Welfare
0
Participants
97
7600 W. ROOSEVELT ROAD, SUITE 10 - FOREST PARK, IL 60130800-807-2881
Plans on this EIN
1 filing
#001401(k)-$172K - 97 part

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Retirement#001

JOSEPH WEALTH MANAGEMENT 401(K) PLAN

401(k)

Assets$172K
Participants97
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JOSEPH WEALTH MANAGEMENT 401(K) PLAN401(k)$172K972025
Retirement plans
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