Sponsor portfolio
NC PLANNERS DBA PURE WEALTH STRATEGIES
EIN 87-2165309Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$845K assets
Welfare
0
Participants
13
1201 EDWARDS MILL RD, SUITE 200 - RALEIGH, NC 27607919-899-3770
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 | PURE WEALTH STRATEGIES 401(K) PLAN | 401k | $845K | 13 | 2024 |
Retirement plans