Sponsor portfolio
WATERSHED PRIVATE WEALTH LLC
EIN 87-2152405financial servicesLatest filing 2025
Plans
1
Retirement
1
$819K assets
Welfare
0
Participants
3
1415 W. 22ND STREET, SUITE 550 - OAK BROOK, IL 60523630-478-0195watershedprivatewealth.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 | WATERSHED PRIVATE WEALTH LLC 401(K) PLAN | 401k | $819K | 3 | 2025 |
Retirement plans