Sponsor portfolio
ENZI WEALTH
EIN 87-1111596financial servicesLatest filing 2025
Plans
1
Retirement
1
$838K assets
Welfare
0
Participants
7
2406 LAKE AUSTIN BOULEVARD - AUSTIN, TX 78703512-795-0030enziwealth.comLinkedIn1-10 employeesfinancial services
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 | ENZI WEALTH 401(K) PLAN | 401k | $838K | 7 | 2025 |
Retirement plans