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WEALTHPLAN GROUP, LLC

EIN 86-1765406-investment management-Latest filing 2024
Plans
1
Retirement
1
$9.8M assets
Welfare
0
Participants
62
101 SOUTH 108TH AVE, SECOND FLOOR - OMAHA, NE 681542656402-697-5445wealthplan.groupLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#003401k-$9.8M - 62 part

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Retirement#003

WEALTHPLAN PARTNERS 401(K) PLAN

401k

Assets$9.8M
Participants62
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003WEALTHPLAN PARTNERS 401(K) PLAN401k$9.8M622024
Retirement plans
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