Sponsor portfolio
KOINONIA WEALTH, LLC
EIN 85-2800996Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$5.4M assets
Welfare
0
Participants
9
9400 GROGANS MILL ROAD, 305 - THE WOODLANDS, TX 77380281-367-2525
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 | KOINONIA FINANCIAL 401(K) PLAN | 401k | $5.4M | 9 | 2025 |
Retirement plans