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WALTER & KEENAN WEALTH MANAGEMEN

EIN 86-3119838-investment management-Latest filing 2025
Plans
1
Retirement
1
$74K assets
Welfare
0
Participants
8
202 S MICHIGAN ST, STE 910 - SOUTH BEND, IN 46601574-232-5977walterandkeenan.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$74K - 8 part

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Retirement#001

WALTER & KEENAN WEALTH MANAGEMENT - 401K

401k

Assets$74K
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WALTER & KEENAN WEALTH MANAGEMENT - 401K401k$74K82025
Retirement plans
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